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Powered by cerulli associates Practice Innovation Index
Introducing the Practice Innovation Index powered by Cerulli Associates: setting
the benchmark for high-performing financial professionals
What is the Practice Innovation Index?
The Index is the first-of-its-kind¹ diagnostic platform built to benchmark key traits of financial practices in four areas: New Business Development, Wealth Management, Client Service and Practice Management. It analyzes where your practice ranks among your peers and provides customized resources designed to help you improve in these areas. Responses are scored and benchmarked by the Practice Innovation Index’s proprietary methodology, which is powered by Cerulli’s data from over 3,000 financial professionals.
The Practice Innovation Index is part of Invesco Total CX – the total client experience – a powerful all-in-one platform of tools, coaching and content built to help you connect with clients, enhance your business, and optimize your portfolios.
Have questions about Invesco Global Consulting services or resources, or need assistance? Contact Us.
Take the assessment How to get started
Set aside approximately 20 minutes to answer 35 questions, all of which are correlated to four key areas of your practice and designed to help identify your relative strengths and weaknesses in each. The results then inform the development of a personalized roadmap designed to address specific opportunities for improvement to put into action. Take the Practice Innovation Index assessment to get access to CE credit content.2
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The four rooms
Transcript: Paul Brunswick discusses the four rooms
At Invesco Global Consulting, we view your practice, through the metaphorical lens of a house. That house, your practice, comprises four rooms, the New Business Development room, the Wealth Management room, the Client Service room, and finally the Practice Management room.
How well structured those rooms are and how effectively you and your colleagues are deployed within each room, in our experience, drives the performance of your practice and value to your clientele. Using this lens, we constructed the Practice Innovation Index in partnership with Cerulli Associates research, data and insights.
Armed with this, Invesco Global Consulting, and it's a research-based coaching and consulting capabilities, provides financial professionals, a comprehensive suite of solutions built to address the challenges the Index may uncover. Your results may be used to help you, and your senior advisor consultant, architect a roadmap, leveraging the vast array of IGC's research-based strategies to help you hone and refine your practice and take your performance to the next level.
New Business Development
Resources designed to help you generate referrals from clients and centers of influence; present your value in a clear, compelling and client-centric manner; and drive net new assets.
Wealth Management
Resources designed to help you establish a repeatable and scalable discovery process, clearly articulate your wealth management process, and help clients understand risk and stay committed to their long-term strategies.
Client Service
Resources designed to help you institute a quantitative and qualitative client segmentation strategy and stratified corresponding service model, enhance client communications to achieve the greatest impact, and increase client acquisition and retention.
Practice Management
Resources designed to help you integrate team roles and responsibilities based on talent and training, enhance your team's communication and collaboration, institute transformational leadership skills and craft a thoughtful succession plan.
Practice Innovation Index
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The "Practice Innovation Index" program is based on Invesco Global Consulting's work with Cerulli Associates. Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc.
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.
All data created by Invesco Global Consulting unless otherwise noted.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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