Founder And Ceo Of Financial Advisor Recruiting And Consulting Firm
CurrentI started Diamond Consultants in 1998 with nothing more than a pad, pen and phone, working from the bedroom floor in my home. The business became a “third child” that I nurtured and developed into one of the leading consulting and recruiting firms for financial advisors in the country.Drawing from my own entrepreneurial experience, I developed an organization that employs a unique relationship-driven approach helping individuals and organizations achieve their “Best Business Lives”. By counseling advisors on how to ask the right questions and “dig deep”, I guide them to look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values.I am grateful to have guided some of the industry’s most sophisticated advisors and teams to new levels of success. And when multi-generational teams with complex businesses are ready to outline the best path for the next phase of their business, they rely upon my experience and understanding of how to manage the often disparate sensibilities of all parties involved.You’ll often see my name and comments in the Wall Street Journal, New York Times and CNBC, as well as industry-specific publications including On Wall Street, Financial Advisor magazine, Investment News, and RIABiz. In addition to my weekly blog posts for financial advisors and active social media presence, I’ve shared my expertise on recruiting and career trends since 2004 in a monthly column on WealthManagement.com. My appearance schedule includes webinars and keynotes at many of the industry’s top events. I co-host The Diamond Podcast for Financial Advisors a weekly series that focuses on transitions, independence and advisor growth.
