Mindy Diamond

Mindy Diamond

President & CEO

Mindy Diamond is President and CEO of Diamond Consultants which she founded in 1997. In partnership with her husband, Howard, they have developed an organization that focuses on smart talent recruiting and strategic business consulting that employs a unique relationship driven approach. Nationally recognized as an authority in the field, Mindy works with the nation’s top advisors and firms and consults with, trains and coaches individuals, small and large groups on state-of-the-art practices with regard to helping them reach their full potential through a Total Growth® approach.

She is sought after and often quoted by leading national media outlets such as The Wall Street Journal and CNBC as well as advisory publications such as On Wall Street, Financial Advisor Magazine and Investment News. In addition, Mindy’s monthly column for RegisteredRep, “Career Moves,” serves as a pulse on the industry’s latest recruiting and career trends. She was recently named by NJBIZ magazine as one of New Jersey’s 2012 Best 50 Women in Business. Mindy is an alumnus of The George Washington University with a Bachelor of Accountancy degree.

All Mindy Diamond's Stories
Recruiter Mindy Diamond says the historic accord forged a bond of trust between advisors and their firms that the industry cannot afford to lose.
Advisors need to define what they really want for themselves, their businesses and their legacies so they can live their 'best business life.'
When work isn't perfect, advisors should seek change, but be flexible about it. Here's how to get started.
Should this super star advisor use a recruiter to represent his interests? Does he need to?
Michelle Smith, CEO of independent firm Source Financial Advisors, will join Mindy Diamond of Diamond Consulting for a Q&A about how she broke away to build her own firm, how she’s multiplied her success and how she’s overcome the obstacles that inevitably pop up in the life of an entrepreneur. Through anecdotes, tips and best practices, advisors will take away the inspiration, guidance and steps that will help them take their practice to the next level.
It’s known and understood that women often tend to undervalue themselves. As an advisor, you understand the importance of protecting and affixing the correct value to others’ assets, and it’s just as necessary to understand the value you bring to the table. When thinking about making the jump from one firm to another, or entering into a new client relationship make sure you’re avoiding these most commonly-made mistakes.
Benjamin Franklin said, “Without continual growth and progress, such words as improvement, achievement, and success have no meaning.” Franklin was right. While it may seem obvious that business growth is central to any advisor’s ultimate success, in today’s highly complex and competitive marketplace, the importance of growth cannot be overstated.
Independent business owners associated with broker-dealers have a real chance today to capitalize on the frustrations that wirehouse advisors are experiencing with regard to increasing compliance burdens, lack of support and compensation limitations. Mindy Diamond says that a big problem, however, is that most of the firms these principals represent are not positioned properly to benefit from this unique opportunity.
There's no evidence that indicates the breakaway advisor trend is slowing down. While that's great news, Financial Planning blogger Mindy Diamond says this means that these advisors have their work cut out for them in the way of due diligence.
English novelist Lewis Carroll once said, “If you don’t know where you’re going, any road will get you there.” If you are a financial advisor who is frustrated with your current situation and would like to make a change, but are not sure where to go, this quote is particularly apt.
It’s known and understood that women often tend to undervalue themselves. As an advisor, you understand the importance of protecting and affixing the correct value to others’ assets, and it’s just as necessary to understand the value you bring to the table. When thinking about making the jump from one firm to another, or entering into a new client relationship make sure you’re avoiding these most commonly-made mistakes.
While the longstanding assumption in the industry is that once you go to “RIA or independence land,” you just don’t go back – that’s not always the case. Over the last few years many breakaway brokers have returned to wirehouse firms. Recruiting expert Mindy Diamond believes there are three reasons why this migration has taken place, and is likely to continue.
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Feb
10
Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun
16
Jun 16-17, 2016
Sheraton New York
Jun
22
Jun 22, 2016
Convene, NYC, NY