A chance meeting in 2003 with Mindy Diamond proved to be impeccable timing. Barbara – a practicing attorney specializing in tax law at the time – had been with PricewaterhouseCoopers for 10 years. She was considering a change, one that would allow her to nurture her passions: helping people tackle challenging and complex questions.
She had not anticipated that meeting would lead to what she describes as “the most stimulating and rewarding work of my career.” Barbara’s drive, passion and vision proved to be a perfect complement to that of Diamond’s founder and an integral part of a growing team.
As Senior Vice President of Diamond Consultants, Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more here.
Written By: Barbara Herman and Allison Brunwasser “I hate what’s going on at my firm, but…” We’re accustomed to having advisors speak candidly and confidentially to...
Uncovering the potential – and hidden risks – of retire-in-place programs like ALFA often comes down to answering these 8 questions The opportunity for an advisor...
How significant is a brand name these days to an advisor’s assessment of a firm? The simple truth is, it depends on who you ask. A...
How to identify the “discomfort points” that most advisors feel when changing firms or models and recognize them as short-term adjustments It’s human nature to want...
Distractions can easily turn into roadblocks when you’ve not taken the time to dig deep and identify the real drivers – and nonstarters – when considering...
A process to help you identify and prioritize your immediate needs vs goals for the future when considering a move. Advisors constantly juggle between meeting the...
This 2-part process will help you gain clarity on the depth of your client relationships and the portability of your assets—ultimately helping to ensure any move...
Written by: Barbara Herman and Allison Brunwasser What’s driving this feeling of dissatisfaction from some advisors—and what can be done about it? We’re accustomed to having advisors speak candidly...
Written by: Barbara Herman and Allie Brunwasser How to determine if you should build an independent firm on your own or get help from a third-party service provider. If...
Partnerships can easily become divided on the future of their business without first taking these 4 steps together The strength of even the most successful...