Demographic shifts and rapid technological development have outmoded many traditional models of competition. Broker-dealers need new approaches to grow their business as well as recruit and retain advisors.
What we did
Keynote presentations on topics including, "When Wealth Changes Hands."
Developed a generational portal for advisors to access content for client meetings, such as: topical articles, white papers, instructional videos, gamefied e-learning.
Trained wholesalers to deliver presentations on six generational trends.
Delivered workshops and held coaching calls regarding advisor recruiting.
Training program for client trainers and recruiters.