The Referral Code
IGC shows how elite financial professionals create pipelines of high-net worth referrals from attorneys and accountants.
INVESCO TOTAL CX
Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Benchmark your practice
Benchmark your practice with the first diagnostic1 to analyze peer ranking and provide custom resources designed to help in every area of your practice – powered by Invesco and Cerulli Associates.
Practice Innovation Index
Create a reliable new business pipeline
Research-based processes designed to help you drive referrals, build strategic partnerships, and cultivate new business
Make the most of private markets investments
Both you and your clients can benefit from private market investments. While they offer higher income and return potential, it's about more than portfolios. They can help you differentiate and expand your practice too.
Position CollegeBound 529
Learn how CollegeBound 529 may be a great plan for grandparents, high-net-worth clients.
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.”
Showtime
"Showtime" shows you ways to prepare for the spotlight when it’s time to tell your story to high-net-worth prospects.
How are your peers using private markets?
New research from Cerulli Associates reveals that offering alternative investments such as private markets exposure can help advisors attract and retain high-net-worth client
Practice Innovation Index toolkits
Building a Referral Pipeline
Join our IGC team members as they provide insight around building a strong referral pipeline through client engagement messaging, social prospecting, and niche marketing.
Build your Brand with Powerful Marketing
Join our IGC team members as they discuss ways to build a practical marketing plan, develop a clear and client-centric brand story, and how to integrate the concepts into your business practice.
The Model Practice
Might model portfolios be a good fit for your practice? Help optimize your portfolios, enhance your business, and connect with your clients using the expertise of Invesco.
Drive efficiency in your practice
Resources designed to create capacity, motivate your team, and develop a long-term secession strategy.
Transformational leadership
IGC shares five areas of focus designed to help financial professionals become stronger leaders.
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 with our program, "Crafting a Higher Performing Practice".
Maximize your team
Managing a practice is all about teamwork. Learn how to create an efficient and effective team with our program, "Constructing and Managing a Synergistic Team".
Practice Innovation Index toolkits
Team Meetings for High Performance
Join our IGC team members as they provide a strategy for conducting team meetings including a suggested operating rhythm for development and strategy planning.
Team Leadership
Join our IGC team members as they reveal core components of team leadership. This content is built to get you to a successful result long-term and provide an environment that helps you create an engaged, fulfilled, and high-performing team.
Optimizing the Talents of Your Team
Join our IGC team members as they share insights around team talents, roles and responsibilities and aligning with team capacity issues.
Team Compensation Structure
Join our IGC team members as they provide a suggested structure, and foundational principles for team compensation.
Segmentation and Service
Join our IGC team members as they provide a framework on how to segment your client base, stratify your client service, and systematize your model.
Comprehensive Client Reviews
Join our IGC team members as they provide a comprehensive structure for a client review. Learn about review checklists and ensuring a wealth management plan for your clients.
More about our consulting team
Invesco Global Consulting offers resources built to support your business by offering well-articulated, research-based strategies delivered through presentations, workshops and comprehensive coaching.
Invesco Total CX
The Total Client Experience™ – all in one place
We're here to partner with you in every aspect of your practice so that you can focus on what matters most.
Connect with your clients
Elevate your client interactions with the support of our time-tested client management strategies, insights and resources.
How to connect
Enhance your business
Grow your practice and optimize your team's performance in a complex and competitive and environment.
How to enhance
Optimize your portfolio
Strengthen your investment process and portfolio outcomes with a range of products and expert guidance.
Working with the consulting team
Invesco Global Consulting offers resources built to support your business by offering well-articulated, research-based strategies delivered through presentations, workshops and comprehensive coaching.
Footnotes
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1
Cerulli Associates. Used with permission.
