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Diamond Consultants

Luminaries 2024 Impact Statement

The Diamond Podcast for Financial Advisors and annual advisor transition reports have helped Diamond Consultants become a go-to source for financial advisors looking to broaden their industry understanding or are considering change.


The podcast, launched in 2017, features dialogues with breakaway advisors, C-suite executives and industry thought leaders, as well as topical industry updates. It has shown on average 80% year-over-year growth, with over 700K downloads plus video and other media outlet distribution.


The advisor transition report aims to answer frequently asked questions about advisor movement, transition deals and emerging trends in wealth management in a single-source report that collates dispersed yet publicly available data.