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Is your business both indestructible and irreplaceable?
We believe that there has never been a better time than now for firms in financial services to reflect on this question. Our commitment is to create a custom experience for each client, no matter how big or small, that supports them in the exploration of their answer.
Customized engagements focused on implementing core practice management principles while bringing a fresh perspective on the financial services industry.
Individual Consulting Session Packages – Follow a structured process over the course of six months or one year for identifying and solving business challenges. Team members may be involved in the engagement.
Study Group Consulting – Attend live virtual consulting engagements for 12 months with up to six of your peers, discussing key practice management principles and industry trends.
For Advisors and Teams
Team S.E.T.S. – Engage your entire team in a high-impact month long engagement designed to asses a team’s synergy, trust, empathy and self-awareness. This engagement includes an in-person workshop with a Thrivos facilitator.
Consulting On-Call – Flexible and highly customizable, this option provides access to experts who can help implement key practice management initiatives and provide ongoing advice and guidance. You’ll pay only for the time you use each month.
Program Consulting – Outsource the development of custom practice management programs for advisors. White label tools and content from a wide range of business management modules including business planning, client acquisition, client engagement, and team development.
Speaking and Facilitation
Engaging, high-impact keynotes providing a fresh perspective on industry practice management.
Key Note Presentations & Programs:
- Building the Tomorrow Business
- The Real Advisor Value Proposition
- 9 Barriers to Next Level Growth
- The Wealth Management Journey: A Survivor’s Guide
- Yes, You Can Build a Team With Gen-X, Y, and Z
*All keynotes can be delivered in workshop format.