Corporate Clients: Internal Stakeholders

Corporate leadership in the Financial Services Industry is tasked with maximizing efficiency and effectiveness on numerous fronts to drive growth. Retaining top talent and getting the most out of internal resources including coaches, trainers, directors of wealth management, and fund managers are essential tactics for increasing resiliency and growing organizational value.

Our programs activate:

BRANCH MANAGERS who want to coach and mentor their advisors in the areas of client advocacy, practice management or team development.

TRAINING DIRECTORS who are looking for results-driven content related to client advocacy, practice management or team development.

COACHES and CONSULTANTS who are responsible for helping financial advisors build and manage better practices and teams.

MONEY MANAGER or MUTUAL FUND marketing personnel who are looking for new ways to add value to their advisor relationships.