AN INDUSTRY IN TRANSITION
The Wealth Management industry is experiencing significant changes. Disruption from FinTech, Platform Commoditization, Fee Compression and increasing Compliance burdens are all forcing Wealth Managers to rethink how they deliver value. These trends are impacting the bottom line, with non-traditional Wealth Managers growing revenue three times faster than traditional Wealth Managers over the past 5 years.
KEY QUESTIONS
OUR APPROACH
We help Wealth Managers create effective frameworks to drive a differentiated Client Experience that is executed with higher levels of intentionality.
DESIGN
Leveraging our proprietary process to help organizations develop differentiated Client Experiences that drive growth
EXECUTE
Equipping professionals with the knowledge and skills needed to deliver the intended Client Experience
SUSTAIN
Equipping Leaders with the strategies and resources required to ensure highly intentional delivery of your Client Experience
ENHANCING WEALTH PLANNING KNOWLEDGE
Through our Wealth Advisor Academy, we help organizations deploy targeted Programs that ensure Advisors have advisory-level knowledge in the key disciplines of Wealth Planning.
DEVELOPING CONVERSATIONAL COMPETENCE
Equipping professionals with the ability to engage in the truly differentiated Wealth Conversations that will drive differentiation and growth
OUR SOLUTIONS
ADVISOR 2.0
A comprehensive program that equips Advisors with an intentional approach to delivering a differentiated Client Experience that drives growth and loyalty
WEALTH IQ BENCHMARKING
A unique approach to benchmarking professionals’ advisory knowledge in key disciplines relative to peers in the Wealth Management Industry
FINANCIAL PLANNING ADOPTION
Driving Advisor adoption and scalable execution of a Goals-based Planning Experience through our proprietary Rapid Planning Process
WEALTH ADVISOR ACADEMY
A full suite of Courses and Programs covering key disciplines that enable organizations to build Wealth Advisory Knowledge and Client Engagement Skills
3 Alliance Center
3550 Lenox Road NE, 21st Floor
Atlanta, Georgia 30326
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About Us
Our Capabilities