BUILDING PEOPLE.
BUILDING PRACTICES.
BUILDING PERFORMANCE.
The best investment advisors don’t just grow their portfolios — they grow themselves, their books and their teams.
That kind of growth takes strategy, insight and someone who has walked the path.
That’s what Diligence Consulting delivers.
EXPERIENCE MEETS EXECUTION
Founded by industry veteran John Stubbs, Diligence offers strategic support rooted in real-world experience — helping advisors grow with confidence, and branches grow with purpose.
John’s work is laser-focused on helping investment advisors and branch leaders unlock their next level — through smarter strategy, better hiring, and purpose-driven coaching.
STRATEGIC GUIDANCE. INDUSTRY WISDOM.
ADVISOR-TESTED.
Strong branches don’t just happen. They’re built — one advisor at a time.
Whether you’re leading a team or building one, success in wealth management comes down to people — attracting them, growing them, and keeping them aligned.
Diligence offers real-world strategies for hiring, coaching and empowering your advisors to perform at their peak.
“Over the years, I’ve had the privilege of helping advisors grow — not just their businesses, but their confidence, clarity, and sense of purpose. That’s what led me to start Diligence Consulting. This work isn’t about being louder or faster. It’s about helping the right people do the right things for the right reasons — and watching what happens when they do.”
John Stubbs, FOUNDER