How to Build a Professional Practice

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 management model.

Resources & Toolkits