Jason Diamond

President, @DiamondConsults

[Jason Diamond @JasonDiamondDC]

AI may be widening the technology gap between employee and independent advisors. Speed, flexibility and choice all matter. Louis explores the trade-offs with John O'Connell of The Oasis Group. https://t.co/0L6XgoUKN1

[Jason Diamond @JasonDiamondDC]

Four partners. A $1.2B UBS business. Nearly a year getting aligned before making a move. Ox Road Capital's story shows why the hardest part of a transition can happen long before anyone changes firms. https://t.co/WhR6RvFUBx

[Jason Diamond @JasonDiamondDC]

Growth isn’t just about adding assets. It’s about creating the capacity to serve clients and build a stronger business. AssetMark CEO Michael Kim joins me to discuss how advisors can do both. https://t.co/klsx27uEfS

[Jason Diamond @JasonDiamondDC]

The decision to build an RIA is just the beginning.
What comes next? Lots of decisions!
Our new RIA Builder’s Blueprint helps organize those decisions into a practical starting point.
Download it here: https://t.co/FhHERkBs3g

[Jason Diamond @JasonDiamondDC]

Advisors spend plenty of time evaluating decisions for clients. But how often do they evaluate the decision to stay at their own firm? Here are 4 factors to consider before assuming where you are is still the best fit.

https://t.co/k4DCtZh9Yh

[Jason Diamond @JasonDiamondDC]

“Don’t tell me. Show me.” Shannon Spotswood’s advice to advisors evaluating platforms: Look past the pitch and ask for evidence of how a firm actually solves problems and supports growth. https://t.co/zKDnccBKaZ

[Jason Diamond @JasonDiamondDC]

Is 100% ownership always the better economic outcome? Patrick Larkin explains why comparing the growth and future value of two enterprises can matter more than simply comparing ownership percentages. https://t.co/b9cygHYlOW

[Jason Diamond @JasonDiamondDC]

Most advisors don't wake up one day and decide to leave.
It usually starts with a question they can't stop asking.
If you're wondering whether your current firm is still the right fit, this is a good place to start.
📖 https://t.co/mBxjWciidR

[Jason Diamond @JasonDiamondDC]

One of the biggest mistakes advisors make is starting with assumptions instead of objectives.
Before comparing firms or models, define the business you're trying to build.
Great conversation with Louis and Josh.
https://t.co/jgqwtDksto

[Jason Diamond @JasonDiamondDC]

Record advisor movement isn’t noise—it’s signal.
More advisors are rethinking control, growth, and enterprise value than ever before.
The question isn’t if the landscape is changing—it’s how you respond.
https://t.co/oYJzK95hof

[Jason Diamond @JasonDiamondDC]

RIA or IBD? Both offer independence, but they deliver it differently. Our latest article explores the key differences in autonomy, support, enterprise value, transition economics, and more to help advisors choose the right path.
https://t.co/zoGbyhxPxJ

[Jason Diamond @JasonDiamondDC]

The most valuable advisors don't just manage investments. They become the first call when life gets complicated.

Great conversation with Constantine Hatzivassiliou of Certuity on trust, family offices, and building a business through referrals.

https://t.co/kPUdE5URYp

[Jason Diamond @JasonDiamondDC]

The biggest transition isn't leaving your firm. It's learning to think like a CEO. Great conversation with Matt Kilgroe on scaling, ownership, recruiting and building an enduring advisory business. https://t.co/Hy9DEuHIib

[Jason Diamond @JasonDiamondDC]

AI has made industry information abundant. Ironically, that makes clarity even more valuable. My latest article explores why the recruiter's role has evolved from providing information to helping advisors think strategically. https://t.co/2NIC1RKGXt

[Jason Diamond @JasonDiamondDC]

More optionality should make decisions easier. In reality, it often creates inertia. My latest column explores why successful advisors can become trapped by too many good choices and how to break through the noise. https://t.co/ktS6JenuSL

[Jason Diamond @JasonDiamondDC]

Many advisors ask: "Who owns the firm?"
It's a fair question. But a better one is: "How does that ownership impact my ability to grow?"
Understanding the implications of ownership is far more important than the label itself.

Read more here: https://t.co/aOwoAr14tT

[Jason Diamond @JasonDiamondDC]

Most advisor transitions don’t begin with dissatisfaction.
They begin with curiosity:
“Could I serve clients better another way?”
This replay with Mindy explores portability, culture fit, enterprise value, and optionality.
https://t.co/CHX6M3t2kJ

[Jason Diamond @JasonDiamondDC]

As investment management becomes table stakes, advisors need new ways to differentiate. AI-powered estate planning may be one of the next big frontiers. Great insights from Rafael Loureiro of https://t.co/LfP9QGDiPf. https://t.co/dCcCQUaynY

[Jason Diamond @JasonDiamondDC]

What changes when an advisor stops thinking like a renter and starts thinking like an owner? Ricky Smith shares the mindset shifts, due diligence process, and lessons behind building a $1.25B independent business.

https://t.co/LwbYPoRJMD

[Jason Diamond @JasonDiamondDC]

Comp plans are rarely neutral. They often signal what a firm values, where it’s investing, and how advisors may need to respond. Barbara Herman unpacks the cost and opportunity of clarity. https://t.co/u60WpS9RCF