Louis Diamond

CEO at @DiamondConsults, a leading recruiting and consulting firm for financial advisors.

[Louis Diamond @LouisDiamondDC]

Ownership structure matters.
But the most important question is whether the firm's direction, leadership, and resources help you build long-term enterprise value.
Labels can change. Alignment is what lasts.

Read it here: https://t.co/k3IjRLeNCC

[Louis Diamond @LouisDiamondDC]

The biggest advisor transition mistake? Evaluating firms before getting clear on what you actually want for your business, clients, and future.
Mindy and Jason unpack the real due diligence process in this replay episode.
https://t.co/c8nuZicRQp

[Louis Diamond @LouisDiamondDC]

Estate planning is no longer just a document-driven process. My conversation with Rafael Loureiro of https://t.co/W7D4K1WkcM explores how AI can help advisors identify gaps, deepen planning, and stay proactive with clients. https://t.co/lbgDdLmCdO

[Louis Diamond @LouisDiamondDC]

After 30 years at Edward Jones, Ricky Smith took a deliberate path to independence, evaluating 12 firms before launching Inspired Wealth Planning, now managing $1.25B+ in assets under care. Smart, strategic, intentional.

https://t.co/KLIA9Jaxjd

[Louis Diamond @LouisDiamondDC]

When a firm makes its priorities clear, advisors gain something important: the chance to assess congruence. Barbara Herman explores why clarity can be a catalyst for strategic reflection. https://t.co/uCRaTRGGDu

[Louis Diamond @LouisDiamondDC]

Advisor due diligence has evolved. Today, the questions go beyond transition mechanics to AI, enterprise value, stability, and long-term flexibility. Listen here: https://t.co/dodSLy0kTy

[Louis Diamond @LouisDiamondDC]

What happens when an advisor who’s spent decades counseling entrepreneurs decides to think like one himself? In my conversation with Ben Domingue, we unpack his move from UBS to independence and what changed. https://t.co/dUAJ7wVdjT

[Louis Diamond @LouisDiamondDC]

Growth isn’t just about generating demand.
James Conole shares the real driver behind scaling to $2.4B: balancing a strong prospect pipeline with the talent needed to serve it.
Miss one, and growth breaks.
https://t.co/moeFYRjqfI

[Louis Diamond @LouisDiamondDC]

Credibility in wealth management used to be tied mostly to time. Wen Nottebohm shares why that’s changing and what next gen advisors need to earn trust with UHNW clients today.

[Louis Diamond @LouisDiamondDC]

Have you outgrown your IBD—or the model itself? Advisors often assume independence is the destination, but it’s really a spectrum. The key is understanding what you’re solving for. https://t.co/y1A7rGhMg4

[Louis Diamond @LouisDiamondDC]

One of the biggest misconceptions about independence?
That you lose community.
In reality, many advisors find more collaboration, more idea sharing, and more access to peers than ever before.
https://t.co/nUQCTocKAj

[Louis Diamond @LouisDiamondDC]

Private equity is entering the breakaway space, giving top wirehouse teams a path to monetize while launching an RIA. Mindy and I unpack what’s changed and why it matters: https://t.co/Ijq7LOEJdW

[Louis Diamond @LouisDiamondDC]

What if you didn’t start with a book of business?

James Conole built Root Financial to ~$2.4B in 8 years by creating inbound demand through content—and structuring the firm to support it. A different blueprint for growth.

https://t.co/tt5nQvpUyL

[Louis Diamond @LouisDiamondDC]

Advisor movement rose 16.2% in 2025—but the bigger story is how and why advisors are moving.
Deals are evolving. Models are shifting. Priorities are changing.
See the full breakdown:
https://t.co/wW1eTa80Oh

[Louis Diamond @LouisDiamondDC]

Due diligence shouldn’t feel like a series of random meetings.
The best advisor transitions start with a clear, strategic process.
Our guide shares 10 practical tips to help advisors evaluate opportunities more effectively.

Download the checklist:
https://t.co/H48fmbpZS5

[Louis Diamond @LouisDiamondDC]

Brian Pultman’s story is a reminder that independence isn’t about chasing a deal. It’s about alignment, intentionality, and creating a business that reflects who you are and how you want to serve clients. https://t.co/8uqEPtfI3G

[Louis Diamond @LouisDiamondDC]

What if the biggest constraint on advisor growth isn’t strategy, but infrastructure? I sat down with Jason Wenk of Altruist to talk custody, complexity, AI, and why modern firms may need to rethink the foundation they build on. https://t.co/Yf88ZVjy3t

[Louis Diamond @LouisDiamondDC]

Independence isn’t the goal—alignment is.

Ryan Guth shares how leaving Edward Jones wasn’t about what he left, but what he built: a business that reflects how he thinks and serves. https://t.co/ul90WKzLky

[Louis Diamond @LouisDiamondDC]

Advisor movement rose 16.2% in 2025—but the bigger story is how and why advisors are moving.
Deals are evolving. Models are shifting. Priorities are changing.
See the full breakdown:
https://t.co/icih5lMZI6

[Louis Diamond @LouisDiamondDC]

The wealth management landscape has never been more complex—or full of opportunity. Understanding where you sit (and what’s possible) is step one. Our latest visual breaks it down.
https://t.co/2SDhtSGw9t