Our Services — Broker-Dealers
PT = Pragmatic Training
As Advisors and affluent clients reconsider their advisory relationships and as firms amend strategic plans, many broker-dealers can benefit from a knowledgeable partner to help them drive growth and create strategies for advisor recruiting and retention, advisor development and firm analysis.
Consulting Solutions
- Strategic Planning, including strategic assessment reviews and firm analysis
- Strategic Marketing Plans and actionable guidance ranging from branding and unique value proposition development to advisor and vendor management
- Practical Solutions for sales team development, including individual Performance Coaching, team training, priority client segmentation, territory management and presentation training
- Human Capital Development, ranging from hiring, motivating and retaining key personnel to building and maintaining a high performing sales team
- Creating a scalable, high-touch recruiting/retention program
- Business Optimization Opportunities, from operational efficiencies and technology assessment to policies/procedures and organizational effectiveness
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