Chart a Course for Your True North

Tap into our expertise to develop your firm’s next superstar, enhance your strategic vision, and partner with a guide who can help you successfully navigate the next phase of your business.

Areas of Focus

Our key services all complement each other to help you design a business that achieves not only near-term success, but also longevity.

Succession Planning Strategies

We put the success in succession planning.

Ensure your firm’s longevity by connecting your next-generation talent with seasoned mentors who can help them succeed. Internal succession planning that bridges the divide between generations of advisors creates an accountable, connected, and driven workplace that positions you to succeed in 21st century financial services. We not only deliver a success framework, we also partner with you each step of the way to ensure you’re meeting your organization’s succession goals.

Next-Gen Talent Development

No business in financial services can survive without a strong ability to cultivate and retain the most talented members of its team. The competition for next-gen talent is fierce, and success begins with transforming your culture. We develop the action-oriented plans and training your team needs to not only compete, but win the battle for talent.

DEI Consulting

Is it time to enhance your corporate culture? The future of work in financial services is younger and more diverse than ever before. We can help you create a plan to foster a workplace that attracts and engages a diverse team who are best positioned to serve the ever-changing needs and preferences of your future clientele.

Board of Directors availability

Carina Diamond’s record of innovative leadership in financial services can add the valuable insights and success-driven attitude that your firm needs on its Board of Directors. With decades of business leadership and a strong vision for the future, Carina can help your business strategically plan for success.


Unlock the future of financial services with innovative and thought-provoking insights from our CEO and founder, Carina Diamond. Elevate your next conference by booking her as a keynote speaker, moderator, or panelist. Inquire below about availability.
Past Speaking Engagements
American Heart Association Northeastern Ohio • Keynote Speaker at Annual Luncheon
Diversitas – Expanding Diversity in Wealth Management • Annual Introduction Speech to National Audience
RIA Institute • Conference Chair and Speaker, Midwestern Conference Chicago
Flourish – Women and Wealth • Annual Program Chair and Keynote Speaker
Cetera Financial Group • Numerous Keynotes on Organic Growth; Practice Profitability; Working with Diverse Clients
The University of Akron • Keynote Speaker for International Women’s Day
Akron Children’s Hospital • Keynote Speaker for Financial Awareness Program for Physicians
Excell Represent • Keynote Speaker on Women’s Leadership