Resources

We now have the following products available for download.

Diamond Teams^TM
How a Simple Organizational Structure Redesign will Change Many Major Advisory Firm Issues

Originally created as a strategy to better train entry-level advisors, "Diamond Teams™" is a revolutionary way to organize independent advisory firms.

P4: Building Great Businesses by Creating Great Employees

Based on a 5-year clinical research study, Angie Herbers Inc. has developed a four point human capital management system aimed at helping financial advisory firms maximize the effectiveness of their most valuable asset—it’s people. We call this the P4 Program™.

360 Performance Assessment 
Advisory Firm Employees

Use this tool to provide feedback to your employees on areas critical to the success of their employment experience with your company.

Vision & Goals
The Fundamental Building Blocks for Every Organization

Vision Statement, Core Purpose and Core Values are all essential components of the first step in the P4 Program: Preparation. Together they help to build a strong foundation for you to reach your goals and create a culture that supports and motivates your employees.

Job Descriptions Guide
Financial Advisory Industry 

We have provided a template to guide you in developing the primary job descriptions within the financial advisory industry. Defining your employees' job descriptions is an important factor in designing compensation strategies.

ROI: Smart Investments That Pay Off
Speaking Engagement Slides

Firms who are focused in the right areas are more successful. It is a mindset of what time will reward that is paramount to achievement.