Nate Spencer currently serves as an Associate Consultant at Diamond Consultants, beginning in October 2024. Previously, Nate held the position of Vice President of Business Development at Berthel Fisher Companies, where responsibilities included advisor recruiting and managing a full-cycle sales pipeline. At Allworth Financial, Nate focused on business development in mergers and partnerships, consulting with financial advisors on selling their practices. Nate's career also includes roles at Fidelity Investments as a Workplace Planning Associate and at Charles Schwab as a Financial Services Professional. Early work experience included various positions at Chick-fil-A Restaurants, where Nate advanced to Certified Trainer. Nate Spencer earned an Associate of Arts degree in Business from Tarrant County College between April 2020 and May 2022.
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Diamond Consultants - Financial Advisor Recruiters and Consultants
At Diamond Consultants, our mission is to help advisors live their best business life. We want every elite advisor to find exactly the right place for their business and their clients to thrive, whether it’s at a Wirehouse, a Regional, Boutique or Independent firm. As the industry’s leading recruiters and consultants, we’ve transitioned more than a quarter of a trillion dollars in assets under management in the past decade. And each year, 25% of transitioning advisors who manage a billion-dollars or more are our clients. But we’re far more than just recruiters. We’re future-proofers, business coaches, and career sherpas who meet advisors where they are, years before they’re ready to move. We educate advisors on the latest trends, help them evaluate economic models, understand their enterprise value, and through a 7-step consulting process, create a personal roadmap of options they might never have considered otherwise. If they choose to move ahead, we tap into our unmatched network of connections built over 30 years in the industry, spanning Wirehouses, Banks, Regionals, Boutiques, Independents, RIAs, and Multi-Family Offices. And unlike most recruiters, our business is built on relationships, not transactions. Making a move is a big deal and we would never sell you into a move. We’re not dependent on any financial institution, so we help compare your own firm with other options and offer unbiased guidance that puts advisors’ interests first, with no cost or obligation to you. Even when that means staying where you are. Curious about where, why, and how advisors like you are moving? Download the latest Advisor Transition Report to learn more, including intel on recruiting deals and our insight and analysis on the latest trends in the wealth management industry (link below). Or if you'd like to talk, give us a call at 908-987-1002.