A generation or two ago, the financial services industry was filled with “customers men” who were engaged
in “position building.” Today, “financial advisors” practice “comprehensive wealth management.” In spite of
the massive transformations in our industry, vestiges of our transactional and sales-oriented mindsets and
habits remain with us. This program is designed to help systematically diagnose, refine and enhance your business to help
you move from a reactive, narrow investment practice to a comprehensive, proactive, personalized wealth
This material and any referenced CEO Advisor Institute programs are for illustrative, informational, educational and entertainment purposes. We make no guarantee that participation in any CEO Advisor Institute programs or utilization of any of their content will result in increased business for any financial advisor.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco professionals.