Practice management

Resources designed to help you integrate team roles and responsibilities based on talent and training, enhance your team’s communication and collaboration, institute transformational leadership skills, and craft a thoughtful succession plan

Programs

Practice Management Maximize your team

Invesco Global Consulting

Managing a practice is all about teamwork. Learn how to create an efficient and effective team with our program, "Constructing and Managing a Synergistic Team".

January 4, 2021
Practice Management Becoming a more effective and impactful leader

Invesco Global Consulting

To make the most of their practice, financial professionals needs to be effective and impactful leaders. Learn how to do that in our Transformational Leadership program.

March 18, 2025
Practice Management Implementing an impactful succession plan

Invesco Global Consulting

Acquiring and retiring financial professionals need a clear concise communication strategy for clients. Learn how to create a succession plan in this program.

March 16, 2026

Insights

When should I form a team?

Getting acquainted

Building a foundation for successful teams

Macro four-room business analysis

Tactical complement: Aligning roles and responsibilities

Creating capacity

Two great risks to any compensation model

Critical team meetings

Daily huddle meeting

Weekly strategy meetings

Semiannual developmental meeting

For your practice

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Vehicles

SMAs & Models

Trusts

Asset Class

ETFs & ETPs

Retirement & College Savings

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Trusts