Diamond Teams® is the leading ensemble organizational structure for financial advisory and wealth management firms. Read the complete research paper on how this organizational design will solve many advisory firm growth issues. Originally created as a strategy to better train entry level advisors, Diamond Teams® is a revolutionary way to organize independent advisory firms.
What you will learn:
How to create a proven career path to retain key advisors
How to leverage the rainmaking skills of key producers
How to enhance your recruiting process
How to increase capacity to serve more clients