Research Paper: Diamond Teams® Structure

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

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