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™ are a revolutionary way to organize independent advisory firms.  

 
 

 
 
P4 White PaperThumbnail.png

Successful firms all design their cultures in the same way – with four key elements all working cohesively together in one system. 

The message of our P4 research is abundantly clear: Businesses that prepare their employees to succeed, tie employee compensation to the success of the firm, create a flexible and supportive work environment, and supply the tools necessary for employees to excel at their jobs, create great employees, who in turn, create great businesses.

 
 

 
 
Survey Results Thumbnail.png

Access the 2018 Financial Services Job Candidate Report

Learn what the next generation of financial advisors are looking for at the firms who employ them. A 2018 research study conducted with New Planner Recruiting.