Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Attaining and retaining high-net-worth clients is important. Your practice needs to support them.
Create a high-performance practice that’s structured to deliver what high-net-worth clients need.
Crafting a Higher Performing Practice, our business-building program, is built to help you maximize your practice.
High-net-worth clients need sophisticated wealth management. To provide that, your practice needs a coherent structure, repeatable systems and processes, and productive people. Our program, "Crafting a High-Performance Practice," is built to help you develop that.
Our program follows a four-step process designed to enhance your business structure systems and processes to deliver what your clients need. You’ll learn how to:
1. Analyze your practice
Identify its strengths and weaknesses, and review and enhance the structure and systems.
2. Maximize your team
Aligning roles and responsibilities with the goal of optimizing the talents and strengths of your people.
3. Engage clients
Deliver a sophisticated client engagement experience and a comprehensive annual review.
Read the "Crafting a High-Performance Practice" program overview
It's all part of our focus on you. Invesco Total CX is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business, and portfolios.
Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Connect with your clients
Elevate your client interactions with the support of our time-tested client-management strategies, insights and resources.
Optimize your portfolio
Strengthen your investment process and outcomes with a range of products and expert guidance.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
“Crafting a High-Performance Practice” is based on Invesco Global Consulting’s work with Cerulli Associates. Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
All data created by Invesco Global Consulting unless otherwise noted.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.