Jason Diamond

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Vice President, Senior Consultant at Mindy Diamond on Independence: A Podcast for Financial Advisors

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Growth and Grit in Independent Broker/Dealer Space

3 days ago | wealthmanagement.com | Jason Diamond

Occasionally, we have the opportunity to revisit a story that perfectly captures what’s achievable in this industry when you take a leap—and back it up with grit, vision, and client-first conviction. Brett Oley first appeared on this podcast back in 2018, shortly after launching his independent business through Raymond James with $125 million in assets under management.
Player or Coach? Why Every Advisor Eventually Has to Choose

6 days ago | advisorhub.com | Jason Diamond |Diamond Consultants

As advisory firms grow, founders often face a critical inflection point: double down on being a top producer or evolve into a leader who builds lasting enterprise value. Recently, I stepped into a new chapter in my own business, transitioning from a frontline consultant to a role that includes greater leadership responsibility. I’ll still advise and work closely with transitioning advisors (a part of the business I love), but now I’m also managing more of our team and the firm itself.
Who’s in Control, The Advisor or The Firm?

1 week ago | wealthmanagement.com | Jason Diamond |Mindy Diamond

Podcast: Play in new window | Download (Duration: 29:38 — 40.7MB) | EmbedSubscribe: | Spotify | Amazon Music | Pandora | iHeartRadio | Podchaser | TuneIn | Deezer | Anghami | RSS> Download a transcript of this episode…NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
The 5 Stages of Advisor Grief

1 week ago | wealthmanagement.com | Jason Diamond

Recognize the emotions of the ongoing disruption in the wealth management world and use them as a catalyst for growth. Jason Diamond, President, Diamond ConsultantsIn the wealth management world, “change” isn’t just an inevitable event that occurs as a normal part of business. It’s far more personal than most advisors imagine—that is, until it happens to them.
If You Build It, Will They Buy It? A Special Industry Update on M&A

1 month ago | advisorhub.com | Mindy Diamond |Jason Diamond

With Mindy Diamond & Jason DiamondA download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards. Mergers and acquisitions in the wealth management industry continue to break records and dominate the headlines, particularly those at the “enterprise-level”—like LPL’s acquisition of Commonwealth.
Industry Update on M&A

1 month ago | wealthmanagement.com | Mindy Diamond |Jason Diamond

Mergers and acquisitions in the wealth management industry continue to break records and dominate the headlines, particularly those at the “enterprise-level”—like LPL’s acquisition of Commonwealth. While that transaction rocked the world at Commonwealth, many advisors have a more “personal” interest in M&A. Specifically, they’re thinking more about their own business and maximizing enterprise value so that one day they can sell it on the open market.
Options for Independent Advisors Considering Change

1 month ago | wealthmanagement.com | Jason Diamond

Even advisors under IBD and RIA models find themselves looking for a better fit for their businesses. Here are 4 options. Jason Diamond, Vice President, Senior Consultant, Diamond ConsultantsIn a world where advisor transitions from the wirehouses seem to dominate the headlines, there’s a steady stream of independent advisor movement taking place in the background. One might think that independence is the end of the road when considering change.
The Annual Update on Advisor Transitions and Deals: 2024 Edition

2 months ago | advisorhub.com | Jason Diamond |Louis M. Diamond

With Jason Diamond & Louis DiamondIn 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. Why do advisors change firms? That simple question set us on a journey that began four years ago when we first conceived our Advisor Transition Report.
2024 Advisor Transition Report

2 months ago | wealthmanagement.com | Jason Diamond |Louis M. Diamond

Why do advisors change firms? That simple question set us on a journey that began four years ago when we first conceived our Advisor Transition Report. The cynical view is that advisors move primarily because they get paid highly lucrative recruiting deals—and with firms willing to pay aggressive multiples of revenue to recruit advisors, that explanation certainly holds some weight.
Aren’t All Wealth Management Firms and Models the Same?

2 months ago | wealthmanagement.com | Josh Brown |Jason Diamond

Jason Diamond, Vice President, Senior Consultant, Diamond ConsultantsAdvisors move for a variety of reasons—typically a combination of “push factors” (frustrations or limitations at their current firm) and “pull factors” (the excitement around expanding their capabilities and growth potential). Currently, advisor satisfaction with the “big firms” is also historically low. Yet, only a small percentage of advisors change firms each year.