Mindy Diamond

Mindy
Diamond
Columnist: Career Moves,
President and CEO, Diamond Consultants

Mindy Diamond is President & CEO of Diamond Consultants in Chester, NJ, a nationally recognized boutique search and consulting firm in the financial services industry.

Articles
Should I Stay or Should I Go?
When a firm is acquired, advisors are left wondering what’s next for themselves and for their clients.
Living Up to the Name

After the 2008 financial crisis, more advisors began to embrace independence, especially as some of the big names in the brokerage business were in the headlines for mergers, bailouts and Congressional hearings. Many clients recognized that their wealth is not managed by the big name on the letterhead, but by the individual advisor they trust.

Move Once, Monetize Twice
When you weigh all of your options, you may find that switching firms late in your career can provide never-imagined monetary gain.
Nine Ways to Evaluate an IBD
With so many independent broker/dealers out there, what should an advisor look for when considering a move?
An Advisor’s Guide to Surviving Termination
Termination doesn’t mean an end to a career, but it does mean gathering the right consultants to see your way through.
The Relocation of Institutional Consultants
Institutional consulting teams, notorious for staying put, are now moving around. What’s driving the trend?
When You Move, Clients Move Too
All too often, advisors get caught up in the logistics and timing of a move without thoroughly considering how it will impact clients. That could prove disastrous.
The Comp Grid Dilemma
Do you learn to live with a compensation change or move on?
Spousal Team Dynamics
It takes willingness, understanding and a thick skin to make a spousal partnership succeed, but it’s worth it.
Considering a Move? Conduct a Gap Analysis First
A gap analysis can help advisors determine if they are in the right place, if they should move, and where they should consider moving to.
The Breakup: When Partnerships Go Awry
Problems between partners can often be magnified when the team explores a move.
Take the Sunset Package or Sell the Business? 2
Making the decision to retire completely or to scale back your work schedule is a big step. Smart advisors will explore their options carefully.
Ten Years of Myths and Moving
In honor of this column’s 10-year anniversary, a look back at the myths about moving and how things have changed.
The Waiting Game 1
Just as you can’t time the market, you can’t time a move to another firm—or, at least, you shouldn’t.
The Odd Couple  Walter Matheu Jack Lemon
When CPAs and Wealth Managers Come Together
While the advisor and accountant might seem like an odd couple, there are synergies to be had, as long as the CPA understands that a wealth management firm cannot be run like an accounting firm and vice-a-versa.
Comments
Take the Sunset Package or Sell the Business?
September 29, 2014

Thank you Ron for your thought provoking and smart response to my recent column on succession planning. I agree with you completely that an advisor would generally earn...

The Long Road Home
July 24, 2013

Hi Steve - Thank you for commenting. Your points are well-taken also. We work across the entire landscape – from the traditional brokerage firms to the independent space....

Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×