Diamond Teams™ Organizational Structure

Originally created as a strategy to better train entry level advisors, Diamond Teams™ are a revolutionary way to organize independent advisory firms. Rather than the traditional pyramid structure with the firm owner(s) at the top, and increasingly larger layers below of senior advisors, lead advisors, and associate advisors at the bottom, picture a baseball diamond: at the top, on second base is a senior advisor (usually the firm owner or partner), on first and third bases are lead advisors, who work directly with clients; and at the bottom on home plate is an associate advisor.
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Resolve your firm's human capital issues, today.

  • Attract Talent

    Learn how to attract the best advisory firm talent to increase capacity and efficiency, to keep your firm growing.

  • Enhance Growth

    Develop clear career paths and create compensation structures to enhance your firm's growth.

  • Expert Advice

    Get specific questions answered by Angie Herbers about the Diamond Teams™ growth approach.

Course curriculum

  • 1

    How to Use Beyond U Growth Training Platform

    • Video: Understanding the Beyond U Growth Training Platform

  • 2

    Introduction: Diamond Team Advantage

  • 3

    Part 1: Understanding Firm Wide Organizational Growth Structures

    • Video: What is a Diamond Team™?

    • Video: Why Implement Diamond Teams™?

    • Video: When to Implement Diamond Teams™

    • Diamond Teams Implementation Process

    • Video: How to Implement Diamond Teams™ - Part 1: How to Create a Foundation Organizational Strategy

    • Organizational Design Foundation

    • Organizational Design Foundation for a Large Firm

    • Video: How to Implement Diamond Teams™ - Part 2: Building Centralized Client Service Department

  • 4

    Part 2: Career Tracks and Compensation Structures Designed for Growth

    • Video: How to Implement Diamond Teams™ - Part 3: Building the Career Track

    • Advisory Department Career Track Guide

    • Best Practice Career Track - Diamond Teams Download

    • Video - How to Implement Diamond Teams™ - Part 4: Compensation and Salary Tables

    • Compensation by Position Table

    • Revenue Production Levels for Diamond Teams and Growth

  • 5

    Conclusion: Diamond Teams and Beyond Growth

    • Video: Diamond Teams™ Conclusion and Checklist

    • Implementation Checklist for Diamond Teams Growth

  • 6

    Extras: Advisory Firm Job Descriptions

    • Advisory Department Job Descriptions

    • Financial Planning Department Job Descriptions

    • Centralized Client Service and Operations Department Job Descriptions

    • Investment Management Job Descriptions

For a limited time only.

For a limited time only, gain access to all the training materials for Diamond Teams™ without a monthly subscription.