Diamond Consultants Growth Advisory Group Because organic growth alone won’t get you where you want to go. ©2015 Diamond Consultants

Diamond Consultants Growth Advisory Group

Because organic

growth alone

won’t

get you where

you want to go.

www.Diamond-Consultants.com

©2015 Diamond Consultants. All rights reserved.

The problem:

As a leader of a wealth management or advisory firm, you are responsible for your organization’s growth, continuity and enterprise value.

At some point, focusing primarily on organic growth almost always leads to hitting a ceiling—the realization that what you’re doing now isn’t getting you where you want to go.

And competition for top talent challenges your ability to remain relevant within a crowded marketplace.



“How does an organization like ours accelerate our growth in order

to reach our goals?”



The Diamond Consultants Growth Advisory Group

A natural extension of Diamond Consultants – the nation’s premier recruiting and consulting firm.

We are inorganic growth specialists, and our industry knowledge, expertise and proven success gives us a unique understanding of your challenges and requirements.



To move the needle to gain scale, pricing power, and maximize enterprise value, you must focus on…

• Recruiting and acquisition strategies: readying your organization to stand out in a crowded marketplace.

• Succession planning: identifying appropriate next gen talent that does not currently exist within your organization.

• Enhancing capacity: your current infrastructure won’t support your growth goals.

• Deepening bench strength: adding talent to enhance your client service offerings.

• Upgrading talent: making sure you have the right people in the right seats.



Introducing Excelerate:A consulting program focused on your organization’s inorganic growth.

Using our proprietary methodology, we assess the delta between where your firm is now and where you want to be.

We take a hard look at your positioning, value proposition, and talent acquisition process, and then work with you to define a plan that helps to leverage your firm’s potential to achieve your growth goals and ultimately excel in the marketplace.



Key Aspects of Excelerate

Evaluate – perform gap analysis to define where you are now and where you want to go, then objectively define strengths, weaknesses and differentiators.

Establish – define attainable goals and a value proposition that will resonate with your target audience.

Elevate – redefine communications and messages to appeal to your target audience.

Empower – deliver actionable tactics to achieve desired goals.



Diamond Consultants fills the void for leaders like you who are in search of sophisticated recruiting and talent acquisition strategies and expertise that will position your business for excellence.



Mindy DiamondNationally recognized as an industry thought leader, Mindy works with the

nation’s top financial advisors and firms as a consultant, coach and trainer

to individuals and groups on practices which help them reach their full

potential and live what they learn to define as their “best business life”.

Serving as President and CEO of Diamond Consultants – which she

founded in 1997 – and 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.

Mindy is sought after and often quoted by leading national media outlets

such as the Wall Street Journal, New York Times and CNBC, as well as

industry media including On Wall Street, Financial Advisor magazine,

Investment News, and RIABiz. In addition, Mindy has authored a monthly

column since 2004 for Rep magazine called “Career Moves” which serves

as a pulse on the industry’s latest recruiting and career trends. In 2012

she was named by NJBIZ magazine as one of New Jersey’s Best 50

Women in Business.



Howard DiamondHoward is the Chief Operating Officer and General Counsel of Diamond

Consultants. After a successful career as a business attorney and litigator,

Howard joined his wife, Mindy, at Diamond Consultants and together they

have developed an organization that focuses on smart talent recruiting

and strategic business consulting employing a unique consultative

relationship-driven approach.

Howard started the firm’s consulting division after recognizing that many

wealth management and advisory firms who worked with Diamond did not

have the requisite vision, value proposition or strategy to achieve their

growth goals. Diamond’s consulting division has empowered their clients’

firms to achieve their full potential and maximize enterprise value.

Howard holds a Juris Doctor Degree from The Benjamin Cardozo School

of Law of Yeshiva. He is often quoted by Registered Rep, The Wall Street

Journal, Forbes, Barron’s, On Wall Street, Financial Advisor Magazine,

Reuters, and Investment News.



For more information…

To find out how Diamond Consultants’

Excelerate program can help accelerate your

growth, call us at 908-879-1002 or email

[email protected] to

schedule a consultation.



mailto:[email protected]

Documents

Diamond Consultants Growth Advisory Group Because organic growth alone won’t get you where you want to go. ©2015 Diamond Consultants