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.