Financial institution of 1000+ advisors or asset management firm with 20+ external sales force looking to develop a practice management perspective and white label a unique practice management program or toolset that will have industry impact.
Thrivos’ Institutional Program Consulting services could include:
- A discovery period that could include an assessment of a firm’s current practice management offering, interviews with key stakeholders in various departments in the organization and in person brainstorming sessions to understand the firm’s strategic vision and goals.
- A creation period that could include the drafting and strategic design of content, materials, programs and tools
- Training and delivery sessions that could include the training of internal and external personnel on how to teach, facilitate, present and coach around practice management topics and material