Managing Your Practice

What Makes Diamond Teams Shine?


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Managing Your PracticeBy Dimensional Fund Advisors

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

22 ratings


More shows like Managing Your Practice

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

940 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

282 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,022 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

474 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,115 Listeners

The Long View by Morningstar

The Long View

919 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

242 Listeners

Excess Returns by Excess Returns

Excess Returns

87 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

49 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

994 Listeners