Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Practice Management
Maximize your team
Key takeaways
The challenge
You need to be many things for your clients, including an investment manager, estate planner, and insurance specialist.
Our solution
Create an efficient and effective team in an effort to help manage your practice and provide the service clients expect.
Our program
"Constructing and Managing a Synergistic Team," our business-building program, aims to help you create an effective team.
The challenge: Managing the complexity of a practice
A financial professional has to be many things for their clients: financial planner, investment manager, banker, estate planner, and insurance specialist. It’s not easy to do it alone. That’s why we believe it’s essential to have a team that can provide the service your clients expect as well as help your practice run efficiently.
Our solution: Create an efficient and effective team
Our business-building program, "Constructing and Managing a Synergistic Team," focuses on seven critical components for constructing and managing a well-structured, collaborative, and synergistic high-performance team. It aims to help you evaluate your current structure and implement a game plan to take your practice to the next level. You’ll learn how to:
1. Create capacity
Identify and leverage individuals’ talents and skills in ways that we have seen will likely have greatest impact on the practice.
2. Build careers
Don’t just “fill jobs.” Hire intelligently using a multiple interview structure and diagnostic tool.
3. Maximize team meetings
Use a combination of tactical and strategic meetings with the goal of helping your team evolve and perform.
Learn more
Read "Constructing and Managing a Synergistic Team" program overview
Total Client Experienceᵀᴹ — Invesco Total CX
It's all part of our focus on you. Invesco Total CX is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business, and portfolios.
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
