Case Study

Top US Broker/Dealer

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.