WHAT WE OFFER
PRACTICE MANAGMENT & STRATEGY
HELPING CREATE LASTING VALUE AND INCREASED EFFICIENCY
Effective growth requires superior support and innovative approaches to how you manage your business. We engage with you to understand your unique needs to help leverage your time and enable the growth and sustainability of your business.
A key component to a growing successful business is hiring the right people. We have a team specifically focused on understanding your growth goals and recruiting needs, matching proven producers with the business model suited to their objectives.Learn more.
As you bring new people into your business, we can help. Our platform provides access to industry-acknowledged advisor training and onboarding programs for both experienced and new advisors, as well as sales and operations staff.Learn more.
Our team of experienced professionals collaborate directly with you, working one-on-one—and often face-to-face—to help you leverage the tools, technology and best practices designed to support your vision for guiding clients to a place of greater confidence about their life goals.
Whether you are looking to grow enterprise value, create a legacy or both, we have the know-how and access to strategic partnerships to help you build the business you want.Learn more.
We provide comprehensive compliance and risk management consulting services, offering you perspectives on regulatory compliance and supervision, as well as providing tools to help you manage business and operational risk.Learn more.
Steve Gresham: The Real-Life Challenges of Wealth Management, Part 1
Industry veteran Steve Gresham believes the biggest challenge facing advisors is staying in touch with clients as their lives change. He discusses how advisors can offer a better client experience.Link to content
Steve Gresham: The Real-Life Challenges of Wealth Management, Part 2
If you’re only talking to clients about investments, then you’re missing the issues that are actually top of mind, and for financial advisors’ biggest client base those issues are related to aging.Link to content
Best Practices of Today’s Elite Advisors
This paper examines aspects of relationship management and relationship marketing used by elite advisors in meeting the needs and expectations of clients.Link to content
Carolyn Armitage: Advising the Advisor
As consumer demand is increasing and financial advisors are aging, the industry is facing a succession crisis. Industry veteran Carolyn Armitage asks, “Who is there to advise advisors?”Link to content
Chip Conley: Rewire, Don’t Retire
Society has a negative view on aging, but in reality the wisdom, insight and knowledge acquired from a lifelong career can be one of our greatest assets.Link to content
Conversations Advisors Can’t Afford to Avoid with Clients and their Families
There are a few simple rules that you as an advisor can follow to help with these discussions.Link to content
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