How to Build Advice Teams That Can Double Your Cross-Sales

In recent blog posts, we recommended that to hit this year’s aggressive revenue growth goals, wealth managers must maximize advisors’ capacity for sales and service, apply engagement competencies in all client interactions, and leverage financial planning to expand share-of-wallet. For each of these three steps, however, having effective team structures to sell and deliver advice to clients is paramount.  […]

How Do You Define the Client Experience? Good Question…

As you may know, The VIP Forum is currently working on a research initiative on the client experience, given it was the top priority reported by the membership in our annual agenda poll last year. Many of you have been generous with your time over the past couple of months, speaking with our research team […]