Enhance your business
Grow your practice, optimize your team’s performance, and drive efficiencies in a complex environment with our research-based programs.
Client Service
Attain and retain high-net-worth clients
Key takeaways
The challenge
Attaining and retaining high-net-worth clients is important. Your practice needs to support them.
Our solution
Create a high-performance practice that’s structured to deliver what high-net-worth clients need.
Our program
Crafting a Higher Performing Practice, our business-building program, is built to help you maximize your practice.
The challenge: Attaining and retaining high-net-worth clients
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 solution: ”Crafting a High-Performing Practice”
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.
Learn more
Read the ”Crafting a High-Performance Practice” program overview
Practice Management Center
Research, tools, and resources designed to help you benchmark your practice, build a reliable pipeline of new clients, generate efficiencies, and build your clients’ confidence.
Connect with your clients
Elevate your client interactions with the support of our time-tested client-management strategies, insights, research, and resources.
Optimize your portfolio
Strengthen your investment process and client outcomes with our wide range of products, expert guidance, and portfolio management tools.
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
