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Wealth Advisor Team Development
Build a team of A-Level wealth advisors.
How we create value
Whole-System Subject Matter Expertise
We provide and source an advisory team with greater expertise, qualifications, knowledge and viewpoints for high-net-worth families and individuals. Multi-disciplinary teams are better prepared with broader situational experience. We are experienced practitioners capable of whole-system integration of the 10 allied disciplines of wealth management.
Multi-Dimensional Client Wealth Portrait
We work up and develop a multi-dimensional family wealth portrait for each client that is saturated with greater breadth and depth of more robust sets of data than what can be captured in a flat picture of client assets and liabilities, and income and expenses. Our client wealth portraits offer all advisory team members a richer mosaic of the dimensions of a client’s wealth.
Accelerated Team Learning
We help clients create roadmaps for their wealth management plan that establish priorities and encourage direction to the intersection of a team’s inter-disciplinary skillsets. Teams combine a variety of technical backgrounds, abilities and interpersonal styles, which can help achieve outcomes more quickly.
Collaborative Problem Solving
We help capture the depth and breadth of the benefits of teamwork. If you haven’t worked with a collaborative wealth advisory and management team, you’ll probably be surprised by the compounding benefits of teamwork. Not only will it create opportunities to improve your results, but you’ll also see positive impacts at the team and individual levels.
Creative Out-of-the-Box Solutions
We encourage contributions from many viewpoints, which can help generate novel suggestions and create more inventive and innovative solutions as we help bring multiple perspectives to achieving outcomes and solving problems. Collaboration leads to higher standards in decision-making, improved communication, and more creative development of solutions.
Improved Process Productivity
We help cultivate teams of professionals from different disciplines who have different professional subject matter sightlines and integration methodologies. Multidisciplinary teams see bottlenecks more quickly and can devise different strategies to solve problems. The flywheel of multidisciplinary teams hastens the process and productivity cadence.
Integrated Workflow Implementation
We identify the tasks that need to be done to solve problems and implement solutions, determine who’s accountable on the team for those tasks and organize the tasks into an integrated team workflow sequence. We help reduce the inefficiencies and reduced effectiveness of data and knowledge silos created when only certain people know things.
Activated Wealth Management Plan
We provide and generate team energy to activate your wealth management plan as a dynamic and continual series of processes and improvements that help you realize the satisfaction of achieving your goals and objectives and contributing to the successful outcomes you seek for all stakeholders in your wealth management plan.
Fiduciary Financial Advisor Interview Guide
Use our proprietary interview guide, Selecting a Wealth Management Professional, in your advisor search process as you conduct your personal due diligence and dig deeper with more targeted questions during your interview with us and other fiduciary financial advisors.
