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Nov 16

#44: Louis Diamond | Breakaways

  • November 16, 2021
  • Podcasts

Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this episode, Louis Diamond offers some important insights into that decision making process.

Louis Diamond is president of Diamond Consultants and responsible for the day-to-day operations of the firm, with an eye towards future growth. After graduating magna cum laude with a BBA degree in finance and international business from George Washington University, Louis began his career at Ernst & Young, and later at Morgan Stanley and UBS. Louis is an author and contributor to the financial services media on industry news and trends, including The Wall Street Journal, Financial Planning magazine, Barron’s, The Washington Post, wealthmanagement.com, FundFire, RIABiz, ThinkAdvisor, Citywire, and On Wall Street. Louis is also co-host of the podcast Mindy Diamond on Independence.

Advisors who go independent, they do it for many other reasons than just the economics. Math has to make sense. Your family has to be comfortable with it. You have to have the confidence that it’s the right move. But other factors, like having ultimate flexibility and control, and building a business, those factors have to be weighted pretty heavily…”

Louis Diamond

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    Congress Wealth Advisor Solutions (CWAS) is a division of Congress Wealth Management, LLC (CWM), which is a registered investment advisor with the U.S. Securities and Exchange Commission. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWM's CRD #310873. Investment Advisory services are offered and rendered through CWM. CWM acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.