Available Services:

Relationship Recruiting Seminars, Speaking Engagements, and Workshops
Many firms lack the resources to expend on recruiting fees charged by executive search firms and/or the experience to recruit and hire advisor talent.  Diamond Consulting Group believes that by properly training and partnering with these firms, their staff will be equipped with the skills necessary to successfully undertake their own recruiting efforts.
 
Diamond Consulting Group offers seminars, speaking engagements and workshops to train full service and independent firms on a wide variety of topics relating to:

• Sourcing, cold calling, and candidate assessment
  
• Understanding financial advisor hot buttons and the intricacies of recruiting females and other diversity candidates
  
• Managing expectations
  
• Face-to-face meetings
  
• Pre-closing
  
• Working with external search partners
  
• Creating strategic alliances
  
• Closing the deal
  
• Transition and onboarding

Package Programs Click Here for More Information
Diamond Consulting Group has developed a series of programs that are geared to all types of financial services firms; from the small independent to the large full service broker dealer. Realizing that no two firms are the same and that budgetary, time and other constraints have an impact upon the type and scope of program that would be appropriate for a given firm; we have established three distinct program models:  Platinum, Gold and Silver. Each of these programs promises to give the participants the skills to not only achieve, but surpass, talent acquisition goals.

Platinum: An individualized, customized and comprehensive series of workshops, conference calls, seminars and training events that are custom tailored for each firm.  The Platinum Program is ideal for the firm that has not actively ventured into the recruiting waters and is looking to put together a wide ranging and far reaching agenda and successfully recruit and onboard many financial advisors. 

Gold:  A customized and comprehensive series of workshops, conference calls, seminars and training events that is geared to a firm that already has a recruiting platform and is looking to hone their skills and be kept abreast of the latest industry recruiting trends. 

Silverl:  A “turn key” comprehensive program geared to a smaller firm that is not yet in the market for the type of all inclusive package as the Platinum or Gold Levels.  The Silver Package is essentially a “recruiter in a box”; a type of program that is certain to jump start any firm’s recruiting initiative. The goal of the Silver Level is to assist a smaller firm in becoming adept at talent acquisition and to make recruiting a more cost effective experience for the firm.
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Senior Leadership Strategy Sessions
Diamond Consulting Group has fashioned one-to-three day events for managers, internal recruiters, and senior executives looking to learn best practices with regard to any number of topics including structuring compensation plans that encourage recruiting, understanding the competitive landscape, going beyond the value proposition, leveraging the unique capabilities of senior management, and developing effective onboarding strategies.

Investment Professional Onboarding Programs
Onboarding refers to the process of assimilating new employees into the firm, giving them the tools to succeed at their position, and helping them to become an integral part of the organization in as little time as possible. Diamond Consulting Group can assist in the development and implementation of an onboarding program that will establish a strong foundation for a high-performing individual investment professional or team.

White Papers
Diamond Consulting Group has prepared “White Papers” on a wide range of topics that are industry specific, timely and of value to a firm. These papers can include themes and subject matters that would serve to promote your firm and office, educate your employees, prospects and clients or discuss market specific concepts and core values to your advisors, business partners and other third parties. 

Recruiting Resources and Materials
Diamond Consulting Group has prepared and authored recruiting guidebooks and workbooks geared specifically to our clients’ needs and requirements. These guidebooks have been successfully distributed and used by managers and internal recruiters. We also provide comprehensive sourcing tools, forms, scripts and other materials that have been created to provide valuable methodology to our clients that can be customized based upon needs and skill level.

For more information contact:
Howard Diamond, C.O.O.
Diamond Consulting Group
(908) 879-1002
hdiamond@diamondconsultinggroup.org

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