Powerful insight to grow your business.

Our advisor education and practice management support is focused on providing you with the best available tools and resources to help manage your practice effectively and accelerate business growth – all while ensuring you have the flexibility to do business on your terms.

While we know advisors want to explore the best of what’s working now from many different sources, the most critical source is your peers – fellow top advisors and teams. That’s why we’ve cultivated a reciprocal best-practice-sharing environment where intellectual capital capture occurs on a current and perpetual basis.

Practice Intelligence

Practice Intelligence is our award-winning practice management channel focused on providing resources to support every facet of running and growing your business. It serves as a central hub where you can find diagnostic tools, a segmented business development model, and best-practice content shared by top advisors, partner firms and other industry experts. Whether you choose to learn at your own pace or prefer motivation and guidance from coaches and peers, Practice Intelligence was designed to work for you.

The Practice Intelligence model zones include:

  • Market & Connect: Establish your brand, ideal client and track your growth
  • Plan & Invest: Better understand your clients and their needs to implement a tailored strategy
  • Review & Delight: Produce a client experience that creates client advocates
  • Refine Your Practice: Apply a critical eye to your practice and team to continuously improve

Experienced advisor consulting and coaching

Our proprietary coaching and consulting offerings help you and your team identify key areas of opportunity within your business, creating the accountability to keep you on track and help make you the best advisor you can be. These resources include individual consultations, group coaching programs and workshops, personalized team coaching, and exclusive opportunities in partnership with our Advisor Inclusion Networks.

Branch education

Branch associates are vital to the success of your business – that’s why we have a team dedicated to their education and professional development. Our Branch Associate Development team offers a robust onboarding solution for new branch associates, designed to equip teams for success each time a new associate is onboarded. As associates become more experienced, they can take part in a host of programs and resources that provide ongoing development opportunities to support their careers and the growth of your practice.

Learn more about our practice management support

Get to know the full array of tools, resources and expert professionals dedicated to helping your business grow and evolve on your terms.