Broker Dealers/Enterprise RIAs
Common Challenge:
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.
Common Goals:
Create a custom program for select advisors that:
- Helps high potentials achieve meaningful growth
- Inspires high performers to new heights
- Institutionalizes advisors’ business development efforts and forms productive ongoing habits
- Turns farmers into hunters
- Provides tangible evidence of the firm’s support
- Promotes loyalty and long term retention
- Creates buzz and media attention that attracts recruits
- Creates the foundation for a high-performing culture
