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Who we are
Our team is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.
Invesco Global Consulting is the industry’s largest communication and consulting services group with a focus on financial professionals.¹ Our research-based resources and actionable insights are crafted to focus on four key aspects of your business: new business development, wealth management, practice management, and client service.
Our resources aim to support your business by offering well-articulated, research-based strategies delivered through presentations, workshops and comprehensive coaching.
Based on the challenges you are seeking to resolve, we can design interactive workshops that aim to strategically align our research-based programs and consulting services to your goals.
Benchmark your practice with the first-of-its-kind² diagnostic built to analyze peer ranking and provide custom resources designed to help in every area of your practice – powered by Invesco and Cerulli Associates.³
How to keep your best clients
It's not the clients you win; it's the clients you keep. Our business-building program, The Golden Hour, shares how to use a “golden” touch to help you keep at-risk clients.
How to demonstrate your worth to your clients
Clients need to know your value. Learn the words that resonate with them, particularly when talking about fees and your value and conducting client reviews, in our Priceless program.
How to ask for referrals
Referrals are the best source of new clients, but you may be apprehensive about asking for them. Get a research-based approach in our business-building program, “Preferrals.”
Maximize your team
Managing a practice is all about teamwork. Learn how to create an efficient and effective team in our program, Constructing and Managing a Synergistic Team.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
Showtime
"Showtime" shows you ways to prepare for the spotlight when it’s time to tell your story to high-net-worth prospects.
RA Prince & Associates, Inc. as of 3/31/20.
Source: Cerulli Associates. Used with permission.
Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
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Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.