What Makes Diamond Teams Shine?

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.