Aug '23 • Questions
What does a typical investment firm team look like?
This is a question we've received many times and I wanted to start this post to organize some of the resources around this. If you have any podcasts, posts, pdfs, your own experience... please comment below!
- Herbers & Company - Diamond Teams
- #FA Success Ep 254: Maximizing A Firm’s Human Capital To Better Scale Its Financial Advice, With Eliza De Pardo - example spreadsheet attached
- For EOS - an example accountability chart is below and you can build it out for your firm using Ninety.io
- ChatGPT's answer
- Growing An Advisory Firm’s Org(anization) Chart As The Advisory Firm Grows
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What does a typical investment firm team look like?
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