Wealth Managers and Financial Planners take a more holistic approach to client development. Possibly not as involved in the actual investment process, this type of investment practice has total relationship management as a focus. These advisors may also be referred to as estate planners, investment management consultants, life advisors or wealth advisors.

To work with this type of practice, we initially focus on gaining an understanding of the advisor's core knowledge of the wealth management process and help them define their view of their role as a wealth manager. We then build on this knowledge to construct or refine their practices with a methodology that allows them to find, manage and grow their client relationships profitably.