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Diamond Teams®

Shaping thousands of financial advisory firms worldwide.
Created by Herbers & Company in 2013, Diamond Teams® has revolutionized how financial advisory firms build and train their talent. Designed for growth-oriented firms, Diamond Teams® is a leading ensemble organizational structure.

















“Diamond Teams® started as a program to train new financial advisors and ended up solving many of the biggest challenges facing financial advisory firms.”
~ Angie Herbers, Founder & Managing Partner ~

Human Capital & Talent Management
Fast-Track Your Growth at Herbers & Company Academy
Our Practice Management Academy is designed to equip you with cutting-edge tools, expert training programs, and actionable strategies to expand your financial advisory firm growth.
Benefits of Diamond Teams®
For nearly a decade, Diamond Teams has revolutionized how financial advisory firms build and train their advisory teams. Designed for growth-oriented firms, Diamond Teams is the leading ensemble organizational structure.
Diamond Teams enables growing advisory and wealth management firms to expand the training and knowledge of advisors at every level, faster. They help financial advisors be better at their jobs and more productive, while expanding the revenue, profit and enterprise value of the advisory firm.
Increase Advisor Productivity
Generate More Referrals
Better Retention of Financial Advisors
Effective Advisor Training
Profitability Serve Smaller Client Segments
Harder for Advisors to Leave and Take Clients
Facilitates Advisor Teamwork
More Attention to Key Clients
Easy Client Transfers to New Advisors
