Diamond Consultants - Financial Advisor Recruiters and Consultants
Wendy Trainer Leung is a seasoned professional with extensive experience in financial advisory recruitment and international trade finance. Currently serving as a Senior Consultant at Diamond Consultants since March 2008, Wendy specializes in the placement of financial advisors through a relationship-driven approach. Previously, Wendy held the position of Manager of Trade Finance at the Royal Bank of Canada from 1988 to 2001, focusing on Latin American markets and providing consultative services. Wendy began a career in finance as an Analyst at J.P. Morgan and later worked as a System Coordinator for International Trade Services at National Westminster Bank. Wendy holds an MBA in Marketing and International Business from NYU Stern School of Business and a BA in Economics and International Relations from Colgate University.
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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.