Growth & Management Consulting for Financial Advisory and Professional Services
Serving all size firms, from startups to market dominators, and in between.
Live Webinar | August 27, 2024 at 4:00pm Central Time
Unlocking the Growth Power of Financial Advisory Teams
We welcome all size firms to join Angie Herbers & JD Bruce, Senior Partners, to learn the top four organizational strategies most often used in building financial advisor teams, including Diamond Teams®. See agenda →
Our Clients
We welcome all size firms; every vision matters.
Founded in 2003 by industry veteran Angie Herbers, we are dedicated to advancing financial advisory and professional services firms through our research-driven management consulting services. We work primarily with U.S.-based firms, our success has extended our ecosystem beyond U.S. borders.
RIAs
Multi-Family Offices
Hybrid Firms
Independent Firms at IBDs
Accounting
Insurance
Banks
Wealth divisions within larger institutions.
Insights & Research
Are financial advisory firms growing faster if they offer custom portfolios? Or are firms who’re offering tax planning the fastest growers? Or is it a combination of services, such as estate planning and early retirement planning? We now know the answers.
Appeared In
Human Capital Management
Four Most Effective Strategies to Build Financial Advisor Teams
Team-based advisory models significantly drive organic growth. Explore the four most effective organizational strategies, including our proprietary Diamond Teams® ensemble structure.
Leadership & Culture
Workplace Flexibility Reigns Supreme in Talent Retention.
Client Experience
Rapid Expansion of Digital Client Experience
Culture & Compensation
Optimizing Financial Advisor Pay for Retention
Careers
Join us and reimagine what’s possible with financial advice.