
Sign up to save your podcasts
Or


Many advisory practices use the popular "diamond team" structure to expand their capacity, add more clients, and effectively service those clients. But how do you implement a diamond team, and is it right for your organization? Catherine Williams, Dimensional's Head of Practice Management, is joined by Angie Herbers, founder and managing partner of Herbers and Company and originator of the diamond team concept. They discuss how having the right people in the right roles can create a high-functioning team that benefits both the organization and its clients.
By Dimensional Fund Advisors4.7
2323 ratings
Many advisory practices use the popular "diamond team" structure to expand their capacity, add more clients, and effectively service those clients. But how do you implement a diamond team, and is it right for your organization? Catherine Williams, Dimensional's Head of Practice Management, is joined by Angie Herbers, founder and managing partner of Herbers and Company and originator of the diamond team concept. They discuss how having the right people in the right roles can create a high-functioning team that benefits both the organization and its clients.

16,051 Listeners

521 Listeners

2,201 Listeners

193 Listeners

2,354 Listeners

2,171 Listeners

2,035 Listeners

476 Listeners

4,945 Listeners

930 Listeners

350 Listeners

243 Listeners

3,032 Listeners

29,207 Listeners