Practice Management Program Strikes a Chord with Elite Advisors

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.

 The Opportunity:

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.

Uncommon Results:

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.

Media Coverage
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.

How We Help

We are thought partners and strategizers who thrive on working with innovative leaders and are highly focused on delivering ROI.  You might call us impact junkies who truly get out of bed to help our clients change their world for the better.  Whether you are tapping us for help with an important launch or initiative, looking to reinvent your existing business or focused on taking your successful advisory business to the next level, we follow a similar process.

Who We Help

  • Asset Managers/Custodians/Insurance Companies

    Advisors, especially the largest ones, are inundated.  According to recent research by Cogent, the average advisor is contacted 126 times a month with investment product outreach alone.  In a world where asset management and custody are becoming increasingly commoditized, it can be difficult to get in the door and be heard above all the noise.  A well-crafted and executed thought leadership program can help your sales force increase their credibility and efficacy to build connections that increase share of wallet and net new business.

  • Broker Dealers/Enterprise RIAs

    Many firms struggle with sustainable growth and experience highly inconsistent results among advisory teams.  The average advisor within some firms brings in less than two net new clients in a given year.  The challenge therefore becomes, how do you stimulate and support meaningful growth among those who have the skill and will to achieve it.

  • Elite Advisory Firms

    There are times throughout the lifecycle of an advisory business when a leader needs a strategic thought partner to help them develop the right path for the next phase of their business.  Successful leaders are well acquainted with the concept of, “what got you here, won’t get you there”.  The best leaders have the ability and self awareness to acknowledge the challenges they face, adapt an open mindset and gather the necessary resources to help them, and their team, break through the inertia to achieve something new.

What We Do