Spoof Access

×
U.S. Flag United States
Financial Advisor
×

Professional Practice

Request a Consultation
Overview

A generation or two ago, the financial services industry was filled with “customers men” who were engaged in “position building.” Today, “financial advisors” practice “comprehensive wealth management.” In spite of the massive transformations in our industry, vestiges of our transactional and sales-oriented mindsets and habits remain with us. This program will systematically diagnose, refine and enhance your business to help you move from a reactive, narrow investment practice to a comprehensive, proactive, personalized wealth management model.

How Financial Advisors Can Improve Client Engagement

Advisors’ ability to retain clients depends increasingly on service quality.

Bw drawing steps 960x334

7 Keys to Building a Professional Practice

This guide highlights seven components to help you evaluate and refine or adjust your practice.

Client Segmentation: Qualitative & Quantitative

Defining the qualitative and quantitative characteristics for a productive client service model.

Client Service Standards

Providing extraordinary service that is personalized and fair, but not equal.

Client Reduction & Stratification

Once you've gone through the client segmentation process, it's time to stratify those clients.

Client Acquisition

Creating a strategy for growing your business through referrals and social prospecting.

Bw wealth management room overview 620x349

Wealth Management Concepts

Building a broad-based, process oriented professional practice.

Bw what do you do wealth management conversations 620x349

Wealth Management Conversations

Shifting away from the narrow arena of investment advice.

Annual Client Review

Shifting to a process that is designed to keep your clients buckled in.

Toolkits

×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )