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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.
For Advisors and Teams
Follow a structured process through 24 sessions, for identifying and solving business challenges.
Concierge Consulting / Concierge Consulting Plus
This option provides access to experts 24/7 who can help implement key practice management initiatives and provide ongoing advice and guidance, in addition to two scheduled calls a month.
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.
Attend live virtual consulting engagements for 12 months with up to six of your peers, discussing key practice management principles and industry trends.
Practice Management 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
For advisors to enact real change within their businesses, they need to not only learn new concepts but understand the behaviors and belief systems that prevent them from implementing. Thrivos’ key notes and workshops combine elements of both personal coaching and practice management consulting.
Keynote 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.