We work in partnership with advisory institutions to support their top advisors.

Business Management for Institutions

We provide our institutional partners with consulting services and specialized knowledge, working across all financial advisory channels to support the engagement and growth of the client advisory firms that our institutional partners serve. Our work includes delivering business management consulting to their top advisors in multiple capacities:

  • Practical workshops and educational courses
  • Presentations, webcasts, articles and tools
  • Direct engagement in collaboration with the institution's personnel
  • Professional development of the institution's staff to understand the needs and dynamics of the modern advisory firm

In each of our institutional partnerships, our objective is to expand the capabilities of the institution to service and attract top advisors, as well as to provide those advisors with meaningful direction in the effort to grow their businesses.