Ep 46: How Financial Advisors Can Attract Top Talent

Financial Advisors Want to Know: How Financial Advisors Can Attract Top Talent - Ep. 46 Jason Diamond

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms

Jason is EVP of Diamond Consultants, a search and consulting firm working exclusively with financial advisors. 

"When it comes to due diligence, many advisors find themselves at a point where they’re drowning in details and emotions—wondering which way to turn.
But my natural ability to “connect the dots” is a powerful skill that helps advisors get beyond the minutia and towards gaining clarity on what matters most: The client.

And it’s a skillset honed during my time at both Merrill Lynch and Morgan Stanley prior to joining Diamond Consultants—and allows me to gain the trust of the industry’s most sophisticated advisors.

As an Analyst at Merrill Lynch, I worked in the Capital Markets Group, originating and syndicating structured investments, and educating the sales team on their products. More recently at Morgan Stanley, as Vice President on the Structured Investments and Solutions Desk within the Investment Solutions Group, I led the Pacific Coast sales team to become the top distributor of notes on the Street. I also worked with offshore and ultra-high net worth clients on their complex financial needs, specifically in the area of equity derivatives.

In these roles, I gained experience on both sides of the desk—providing a real-world perspective of both clients and advisors, as well as the firms they work for. And it’s this unique vantage point that benefits advisors with a combination of knowledge and empathy that few can claim."

Podcast 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 talent.
Deal structure matters. Know your recruitment model and do your due diligence to avoid costly hiring mistakes.

Connect with Jason:
https://www.linkedin.com/in/jason-diamond
https://www.diamond-consultants.com/
201-230-6309

Connect with Catherine:
 https://www.linkedin.com/in/ctindallcpa/

Contact Catherine's Team:
admin@dominiones.com

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