Thought Leadership Program
at Custodian Strikes a Chord with Elite Advisors
There were a number of high quality pieces of content on the practice management shelf, but many had a difficult time describing the offering and utilization was low.
An precedented number of highly successful, large advisors were experiencing human capital challenges.
A comprehensive, integrated practice management program in the human capital space was created to support the leaders of growing advisory practices.
We created the High Performing Teams Program and its more sophisticated cousin, the Breakout Growth Program to help address the myriad of human capital needs that RIAs were facing.
We took a different approach to designing, developing, training, and delivering the practice management program.
Compelling Content and Smart Packaging
Dense material was broken down into bite-sized pieces, a modular toolset was created, and robust case studies helped the material come to life.
Extensive Training and Support for Consultants
Multiple training touchpoints were established to support the sales team. Interactive webcasts served to launch new materials and live workshops with active case studies ensured a high level of engagement. The consulting group demonstrated good mastery of the practice management content and reported feeling better prepared to coach advisor clients.
Multiple Avenues for Advisor Engagement
The practice management program was delivered to advisors in a number of ways. Content was made easily available on-demand in digital format and a six-part webcast series was created for each program. Keynotes and panel discussions were held in a variety of forums. Most notably, we created roll-up-your-sleeves, one day workshop that was held in major markets around the country.
Increased Engagement with Large Advisor Segment
The webcast series garnered a loyal following, with a significant number of repeat users. The audience for the human capital series was approximately 40% larger than the average attendee for a general practice management topic.
Invitation-only workshops yielded attendance from top advisory firms. The intimate series reached key leaders with over $38 billion in total AUM with an average of $550 million. Advisors were highly engaged and the session feedback was off the charts.
The thought leadership program generated good media buzz and contributed substantive insights to numerous articles in the Wall Street Journal and Financial Planning Magazine, including The Challenge of Becoming a Billion Dollar Adviser and Time to Hire a Professional.
Check out media coverage in News & Press.