1. Diamond Consultants Growth Advisory Group Because organic growth alone won’t get you where you want to go. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

2. The problem: As a leader of a wealth management or advisory firm, you are responsible for your organization’s growth, continuity and enterprise value. At some point, focusing primarily on organic growth almost always leads to hitting a ceiling—the realization that what you’re doing now isn’t getting you where you want to go. And competition for top talent challenges your ability to remain relevant within a crowded marketplace. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

3. “How does an organization like ours accelerate our growth in order to reach our goals?” www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

4. The Diamond Consultants Growth Advisory Group A natural extension of Diamond Consultants – the nation’s premier recruiting and consulting firm. We are inorganic growth specialists, and our industry knowledge, expertise and proven success gives us a unique understanding of your challenges and requirements. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

5. To move the needle to gain scale, pricing power, and maximize enterprise value, you must focus on… Recruiting and acquisition strategies: readying your organization to stand out in a crowded marketplace. Succession planning: identifying appropriate next gen talent that does not currently exist within your organization. Enhancing capacity: your current infrastructure won’t support your growth goals. Deepening bench strength: adding talent to enhance your client service offerings. Upgrading talent: making sure you have the right people in the right seats. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

6. Introducing Excelerate: A consulting program focused on your organization’s inorganic growth. Using our proprietary methodology, we assess the delta between where your firm is now and where you want to be. We take a hard look at your positioning, value proposition, and talent acquisition process, and then work with you to define a plan that helps to leverage your firm’s potential to achieve your growth goals and ultimately excel in the marketplace. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

7. Key Aspects of Excelerate Evaluate – perform gap analysis to define where you are now and where you want to go, then objectively define strengths, weaknesses and differentiators. Establish – define attainable goals and a value proposition that will resonate with your target audience. Elevate – redefine communications and messages to appeal to your target audience. Empower – deliver actionable tactics to achieve desired goals. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

8. Diamond Consultants fills the void for leaders like you who are in search of sophisticated recruiting and talent acquisition strategies and expertise that will position your business for excellence. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

9. Mindy Diamond Nationally recognized as an industry thought leader, Mindy works with the nation’s top financial advisors and firms as a consultant, coach and trainer to individuals and groups on practices which help them reach their full potential and live what they learn to define as their “best business life”. Serving as President and CEO of Diamond Consultants – which she founded in 1997 – and in partnership with her husband, Howard, they have developed an organization that focuses on smart talent recruiting and strategic business consulting that employs a unique relationship-driven approach. Mindy is sought after and often quoted by leading national media outlets such as the Wall Street Journal, New York Times and CNBC, as well as industry media including On Wall Street, Financial Advisor magazine, Investment News, and RIABiz. In addition, Mindy has authored a monthly column since 2004 for Rep magazine called “Career Moves” which serves as a pulse on the industry’s latest recruiting and career trends. In 2012 she was named by NJBIZ magazine as one of New Jersey’s Best 50 Women in Business. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

10. Howard Diamond Howard is the Chief Operating Officer and General Counsel of Diamond Consultants. After a successful career as a business attorney and litigator, Howard joined his wife, Mindy, at Diamond Consultants and together they have developed an organization that focuses on smart talent recruiting and strategic business consulting employing a unique consultative relationship- driven approach. Howard started the firm’s consulting division after recognizing that many wealth management and advisory firms who worked with Diamond did not have the requisite vision, value proposition or strategy to achieve their growth goals. Diamond’s consulting division has empowered their clients’ firms to achieve their full potential and maximize enterprise value. Howard holds a Juris Doctor Degree from The Benjamin Cardozo School of Law of Yeshiva. He is often quoted by Registered Rep, The Wall Street Journal, Forbes, Barron’s, On Wall Street, Financial Advisor Magazine, Reuters, and Investment News. www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.

11. For more information… To find out how Diamond Consultants’ Excelerate program can help accelerate your growth, call us at 908-879-1002 or email HDiamond@Diamond-Consultants.com to schedule a consultation. HDiamond@Diamond-Consultants.com www.Diamond-Consultants.com ©2015 Diamond Consultants. All rights reserved.