CORPORATE GROWTH PROGRAMS
Client and Advisor engagement drive organic growth. Historically, advisory firms have achieved organic growth by serving the less complex needs of investors accumulating assets for retirement. However, with retirement already here, G1 clients face complex funding requirements, including unknown healthcare and longevity costs. And success with G2/G3 depends on digital solutions.
Advisors and firms that cannot support longevity planning face the following risks:
NextChapter’sAdvisor Growth Programshelp you:
Help your Advisors prepare for the most acute risks of longevity facing their clients.
Capture assets from competitors by adding the products and services that your clients need.
Help your Advisors proactively connect with family members in addition to the primary client.
Become the primary Advisor by meeting all of the needs of a client household (not just selling investments or products).
Stand out in a crowded market by creating better retirement outcomes.
Moments that Matter Engagement System
The Moments trigger engagement of clients and their advisors so you can retain and grow your most valuable client relationships. For product companies, our program creates opportunities to add more advisors and product sales.
Hybrid Engagement – Digital + Human
NextGen growth requires operating at scale, deploying digital capabilities, leveraging data, book mining – and applying service models and solutions. Our experience with scaling engagement is that hybrid creates 4x the results. And the “other 80%” is a gold mine.
Executive-in-Residence
Add expertise, perspective and experience to your leadership team by engaging Steve Gresham or another of our NextChapter principals on your board or on retainer.
NextChapter’sCorporate Growth Programs
NextChapter’s Corporate Growth Programs feature:
Evaluation of Current State – and Marketscan
What capabilities are in place now – how do they compare to industry standard – what can we leverage?
Target Client Profiles, Advisor Segmentation, Service Model Deployment
Match the right solutions to the right clients seeking a higher level of engagement from your firm through a combination of targeting, book mining and aligned services.
Proof of Concept and Project Management
Run the play – with experienced and engaged leadership in field and with clear metrics of success. Establish the basis for scale engagement for your broader organization through technology enabled solutions.
+ Customization.
We know you may have unique needs and requirements. We are happy to offer even more customized solutions for the Advisor and delivery platform needs of your organization.