Process for Growth Consulting

Greater New York City Area United States

Finance / Banking / Insurance

I take smart financial advisors and teach them a process to move from a product-centric business model to a client-centric solutions-based needs driven business model so they can gather more High Net Worth assets, more High Net Worth clients and remain competitive in the High Net worth space. By working your way through a standardized process you will define who you are, what you do and how you do it. To achieve this clarity of purpose you will analyze and modify your Investment Process, Service Process, Wealth Management Process and Business Development Process. The Process for Growth you will teach you how to team and to whom you would be best suited to form a team. If you are already ...