For over 20 years, we have partnered with thousands of advisors across three continents to help them transform their books into valuable businesses and deliver better client outcomes. Running a business can be tough, with less time to focus on what matters. We can help.
Explore our programs, resources and tools, designed to address advisors' needs and opportunities as they optimize their book, evolve their practice and revolutionize their business throughout their lifecycle. Discover how we can help you today.
Optimize your book
You have a thriving book but are stretched thin. You want to help clients reach their desired outcomes while also continuing to grow your book. Discover tools and insights to help you transition to advisory relationships.
Evolve your practice
You’ve implemented a structured service model, incorporated turnkey investment solutions, and transitioned to advisory. Now you want to make your practice stand out and transition to wealth management.
Delivering a WOW client experience to key clients can enhance their engagement in the relationship and commitment to their portfolio.
Elevate
Delighted clients can be your greatest influencers. Explore tools designed to help you build effective referral strategies and client advocates.
Develop
We’ve all heard the phrase “Dream Team.” Access time-tested strategies for creating just such a team in your practice.
Formalize
Revolutionize your business
Your practice is humming along nicely and clients are delighted. But your mind keeps going to what might be the next possibilities. Our tools and insights can help you think about your business like a CEO.
We know from experience that every team is unique. We can help you navigate the complexities around issues such as team structure, career development paths, compensation structures, growth strategies.
Perform
Thinking about purchasing an advisory book? Make sure you are valuing the opportunity properly and thinking through the client and staff integration strategies.
Grow
Advisors are a competitive breed—we all like to know where we stand against others, especially when it comes to the value of our business. We can help you assess where you stand.
Benchmark
All good things naturally come to an end. Identifying a successor and structure the ownership transition can be complex. Let us help you think through the details, as we have for other advisors for decades.
Succession
Advisors, ready to take the next step? We're here to help.
Ready to serve
We have a wealth of experience. Find out more about our Business Solutions experts.
Meet the teamRequest a meeting
We'd be honored to work with you. Let us know how you want to meet and we'll be happy to connect with you.
Learn more
Read up-to-date insights on how to optimize, evolve and revolutionize your practice.
Read our blogRegister for MyAccess
MyAccess is a secure web environment for advisors. Access portfolio building tools and personalized content.
