Ep 46: How Financial Advisors Can Attract Top Talent

Episode 46: How Financial Advisors Can Attract Top Talent

Ep. 46 | Guest: Jason Diamond

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, a CPA with Dominion, where we help financial advisors navigate income tax planning and compliance for their firms.

In this episode, I’m joined by Jason Diamond, EVP at Diamond Consultants, a top search and consulting firm exclusively serving financial advisors. Jason brings deep industry experience from his time at Merrill Lynch and Morgan Stanley, offering a unique perspective on recruiting, retaining, and developing top advisor talent.

Key Takeaways:

✅ The advisor talent pool isn’t shrinking—competition is rising. Learn why finding top talent is more challenging than ever.
✅ Next-gen advisors are in short supply. Firms must address the talent gap for long-term success.
✅ A clear value proposition is crucial. If your firm can’t articulate what makes it unique, recruiting will be difficult.
✅ Successful firms offer more than table-stakes services. Ancillary offerings like tax planning, trust services, and concierge services attract top talent.
✅ Deal structure matters. Know your recruitment model and do your due diligence to avoid costly hiring mistakes.

Connect with Jason

🔗 LinkedIn
🌐 Diamond Consultants
📞 201-230-6309

Connect with Catherine

🔗 LinkedIn
📧 admin@dominiones.com

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