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.  


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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 advisory businesses.


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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.