Mass Affluent2017-01-13T15:48:01+00:00

Mass Affluent

Clients in this growing and historically ignored segment are seeking a new level of competence, credibility, and integrity from their financial advisors. It is, therefore, critical that each interaction is executed accordingly. Our Mass Affluent Program equips financial professionals and sales leadership with clear insights and a practical, efficient, sustainable, and consistent approach to most effectively serve these clients according to the financial issues most relevant to them. The result of this program is the delivery of a consistent and differentiated sales experience that builds client loyalty and more comprehensive, profitable Mass Affluent relationships.


Online technical knowledge courses designed to expand professional expertise.

Conversational competency modules to help professionals more effectively apply their knowledge around the issues relevant to today’s Affluent Clients.

Competency-based coaching program for sales managers designed to support development of professionals and more effectively and efficiently ensure long-term sustainability of their core competencies.



  • Coaching Value Leadership Mentor

Coaching Value – Do You Have It?

October 10th, 2017|Comments Off on Coaching Value – Do You Have It?

Sales reps reporting to great managers report high levels of job satisfaction and deliver four times more revenue than those working for poor managers. [...]

Are YOU Delivering a Consistent, Client-Centered Experience?

August 3rd, 2017|Comments Off on Are YOU Delivering a Consistent, Client-Centered Experience?

Consider the following conclusions from a 2012 Corporate Executive Board report titled Building Loyalty Through a High-Quality Client Experience: “Clients’ low confidence in financial [...]


Subscribe to our blog to get access to Industry Trends and Insights as well as timely Practice Management ideas  you can implement yourself. Stay up-to-date on the latest industry news. Subscribe today!

You have Successfully Subscribed!