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About Diamond Consultants - Financial Advisor Recruiters A leading financial advisor recruiting and consulting firm founded in 1997 by Mindy Diamond Financial advisor recruiters helping financial advisors and financial planners take control of their professional destiny
Services - Diamond Consultants: Financial Advisor Recruiting Firm We are a national transaction advisory firm that works with RIAs and independent practices – including wealth managers, institutional consultants, retirement plan consultants, and investment managers – seeking to sell, merge, take on a minority capital partner, or secure debt financing
10 Predictions for Advisor Movement in 2025 - Diamond Consultants . . . For its report, Diamond Consultants gathered data from Discovery Data and FINTRX, as well as from a variety of news sources It also tapped its own proprietary data from transitions it facilitated See the accompanying gallery for the report’s 10 predictions for 2025 and beyond
Executive Search Services - Diamond Consultants: Financial Advisor . . . At Diamond Consultants, we specialize in helping wealth management firms like yours secure the top-tier talent needed to drive growth and success We understand that your primary focus is on delivering exceptional advice, attracting new clients, and expanding your business
Jason Diamond - Diamond Consultants: Financial Advisor Recruiting Firm He is also the architect and author of the firm’s award-winning annual Financial Advisor Transition Report and a frequent contributor to the media (including a monthly column for WealthManagement), as well as co-host of the industry-leading Diamond Podcast for Financial Advisors
FAQs - Diamond Consultants: Financial Advisor Recruiting Firm And why should I choose Diamond Consultants? While many see recruiters as “headhunters,” we define our role as that of a “consultant”—who strategically guides you through due diligence and serves as an advisor and expert negotiator in what can be a complex process
The Annual Update on Advisor Transitions and Deals: 2024 Edition In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more