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Mindy Diamond

Columnist: Career Moves
President and CEO, Diamond Consultants
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 by Mindy Diamond
On the Move: Wirehouse to Platform Firm
For advisors with an entrepreneurial spirit and a little courage, starting an RIA and hooking up with a platform firm for middle- and back-office support is a great way to go.
One-Off Deals
Some firms are negotiating perks and bonuses to keep top producers in their seats.
Swimming Upstream
If you want to work with high-net-worth clients, the private banking divisions of the wirehouse firms are worth considering.
Career Moves: Gung-Ho for Growth
The landscape of the business has changed, so do your homework about what options are available to you, including organic growth, acquisitions and switching channels.
Career Moves: The Regional Alternative
What do regional brokerages offer and whom do they attract?
What Color is Your Golden Parachute?
The RIA route offers plenty of rewards for those who want independence.
Breaking Up Isn't Always Hard to Do
Sometimes teams fail. If it happens to you, take a close look at your strengths and weaknesses before you determine your next move.
The Allure of the Multi-Family Office
Multi-family offices are becoming a popular option for top-tier financial advisors.
How to Look When It's Time to Leap
When switching firms, who you meet and what you ask matter
Talking to Clients About a Move
What you can say before you leave is very limited but here are a few guidelines
Golden Handcuffs Loosen
As retention agreements begin to wind down, some advisors are becoming more willing to consider options for switching firms
Wirehouse Firms Get Creative With Recruiting
As recruiting from other wirehouses dries up, the big Wall Street firms have been turning to non-traditional sources.
Clearing Hurdles
Today's fat recruiting deals reward those who clear challenging growth hurdles. Not everyone is able to stay in the race.
Your Recruiting Bonus Is Not A Prison Sentence
The number of years over which recruiting deals vest is growing with every year. But if you're careful with that loan money, it shouldn't make a difference.
Lining Up Your Pros And Cons
So you're unhappy at your current firm. But how unhappy? Quantifying the pain can be difficult, but it’s essential if you're actually considering doing something about it. That’s because leaving can be painful, too. Here’s a starting point. The following is a list of some of the pain points advisors who want to leave their firm often describe to me. Do any of these sound familiar?
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This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

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