consulting > Diamond Teams®

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.

Herbers & Company, Angie Herbers, Herbers and Company, Diamond Teams

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

citywire 3.png
1.png
2.png
3.png
4.png
6.png
10.png
7.png
11.png
16.png
12.png
13.png
18.png
9.png
15.png
14.png
17.png
Herbers & Company, Angie Herbers, Herbers and Company, Diamond Teams
Herbers & Company, Angie Herbers, Herbers and Company, Diamond Teams

Building Diamond Teams®

Diamond Teams are a revolutionary way to organize financial advisors using the core principles of effective organizational strategy and behavior. Picture a baseball diamond: at the top, on second base is a senior advisor (usually the firm owner, partner, or rainmaker), on first and third bases are lead advisors (sometimes called service advisors) who work directly with clients; and at the bottom on home plate is an associate advisor.

As the client base grows, the Diamond Teams® grows and expands naturally. Each advisor works together on clients creating stronger bonds. We’ve found that Diamond Teams® greatly reduces the risk of advisors leaving the firm, and taking clients with them. Clients who have grown used to, and come to appreciate the Team approach tend to think of “the Team” as their advisor, and are far less likely to follow one individual team member out the door.

“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 ~

Our Consulting Solutions

Navigating you through any stage of your business.

At Herbers & Co., our comprehensive management consulting approach offers you a unified, integrated solution that addresses all aspects of your business needs.

We invite you to get started.

©2013-2024 Herbers & Company Diamond Teams® is a federally registered copyright and trademark of Angie Herbers, LLC. The name, research, and data cannot be used, reprinted, and/or implied without written permission. All rights are reserved.