“I was doing so much with young talent,” said Diamond, who earlier this year left her job as chief growth officer at Dakota Wealth Management, the firm that bought her RIA, Springside Advisors, four years ago. “The secret to my success has been bringing in college students, growing them and then hiring them.”
But she doesn’t want to just help leaders in financial services find successors who look like them. Part of her mission is to help make the industry less male, less white and less hetero.
“I want to be the face of normalizing succession planning,” she said. “We all need to take the responsibility of growing young financial advisors who look like this tapestry of the USA. It’s not all male, it’s not all white, it’s not all straight.”
