Louis Diamond

It's a conversation with John O'Connell, founder and chief executive officer of the Oasis Group.

I'm Louis Diamond, and this is the Diamond Podcast for financial advisors.

At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that's at a wire house, boutique, or independent firm.

With nearly three decades of experience, we've guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned And each year, one in four advisors managing a billion dollars or more who change firms are our clients.

The winners are presented below in alphabetical order.

Louis Diamond, CEO, Diamond Consultants.

As CEO of Diamond Consultants, Louis Diamond advises teams evaluating moves to other employee firms, launching independent businesses, or considering strategic partnerships and M&A.

He also works with independent business owners on acquisitions, strategic recruiting, multi-generational businesses, and succession planning.

Diamond Consultants was founded in 1998 by his mother, Mindy Diamond.

Louis Diamond joined the firm in 2015 after working at EY, Morgan Stanley, and UBS.

In 2025, the family-run firm activated a succession plan under which Mindy Diamond became chairman of the board, Louis became CEO, and his brother Jason Diamond became president, while his father, Howard Diamond, remained chief operating officer and general counsel.

Lewis Diamond also co-hosts the Diamond podcast for financial advisors, and his firm produces research on advisor movement.

I'm your host, Paul G. McManus.

In this episode, I'm joined by Louis Diamond, CEO of Diamond Consultants, a recruiting and consulting firm focused exclusively on wealth management with an approach built around objective advice rather than transactional recruiting.

Lewis joined the family business nearly 15 years ago and now leads the firm as CEO, carrying that legacy forward as they help advisors navigate transitions, independence, M&A, and succession.

In our conversation, we explore why even highly successful advisors begin considering a change.

A clear target market, a repeatable approach to organic growth, a strong team, and a willingness to build authority through content and thought leadership.

Before we jump in, be sure to subscribe to our YouTube channel or wherever you're listening so you don't miss a new episode of the Top 50 Most Innovative Voices in Advisor Growth.

And now here's my conversation with Louis Diamond.

Louis Diamond, how are you doing? I am good.