Talent Office

Talent Office is a joint offering from Diamond Consultants and Lead Advisor Consulting
to empower wealth management firms to build exceptional teams.

Three Functions

Finding Talent

Finding talent for employee roles in your firm through sourcing and interviewing.

Talent Strategy
Consulting

A Quarterly Consulting call with firm stakeholders to provide guidance on:

  • Talent Market Trends
  • Attraction and retention
  • Other questions and insights specific to firm needs

On call help for role building and compensation data.

Professional
Development Resources

A monthly resource sent for general leadership and communication skill-building. Firms can use in team meetings, or create study groups for additional professional development for their employees.

Features

  • Firm optionality on white labeling to advisors and branding
  • A third party firm to tell your story
  • Help with confidential hires
  • Limited firms in each market on the Talent Office Roster for 2026-2027 engagements.

Pricing Model

12-MONTH ENGAGEMENT
with monthly membership fee

Cost Structure:

  • Talent Office is priced on firm headcount:
    • $200 per employee calculation per month
    • ex: 50 employees = $10,000
  • Minimum monthly membership fee: $5,000
  • Discounted and spread placement fees:
    • 3% per month of salary for first 6 months of employment, starting in month 3.
    • Fee starts in month 3.
    • If the employee is no longer employed, the installments stop.