Ensemble Formation

Here's your potential:

During your customized coaching sessions, you will:

• Explore how advisors can share staff, office resources, clients, profits, and even equity through an ensemble
• Identify potential partners in ensemble formation
• Join forces with firms that will be willing to put the interests of the ensemble ahead of any individual's interests
• Develop a quality control process to ensure that the client experience is consistent across the ensemble
• Create repeatable processes and implement them across the ensemble for greater consistency, streamlined systems, and better outcomes 

Expect to:

• Work with a ClientWise consultant who has extensive experience with ensemble formation