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
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.
How we serve
Our resources aim to support your business by offering well-articulated, research-based strategies delivered through presentations, workshops and comprehensive coaching.
Presentations
We identify common practice challenges and then create interactive keynotes to share our proposed solutions around those areas.
Customized workshops
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.
Comprehensive consulting
Our comprehensive consulting model provides to select financial teams who serve high-net-worth retail and institutional clients with a group of seasoned professionals with the goal of helping financial professionals construct, manage and lead high-performance practices.
Benchmark your practice
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
Practice Innovation Index
Meet the team
Insights
Client Service 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.
New Business Development 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.”
Practice Management 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.
Client Service 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.
New Business Development Showtime
"Showtime" shows you ways to prepare for the spotlight when it’s time to tell your story to high-net-worth prospects.
Footnotes
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1.
RA Prince & Associates, Inc. as of 3/31/20.
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2.
Source: Cerulli Associates. Used with permission.
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3.
Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc.
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.