J.D. Bruce

J.D. Bruce, Chief of Innovation at Abacus Wealth Partners, shares insights on scaling advisory firms using the Diamond Team Model. He discusses how this approach allows for tailored client services, emphasizing the importance of segmenting clients into categories like Builders and Protectors. J.D. challenges traditional hiring practices, advocating for team members who can foster healthy conflict for growth. He also explores evolving fee structures, shifting from percentage-based to flat fees, and the necessity of adapting to clients' diverse needs.