ADVISOR 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, clients face complex funding requirements, including unknown healthcare and longevity costs.
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.
The Family Conversation
Financial Wellness and Longevity Planning
The Family Conversation helps Advisors retain and grow their most valuable client relationships. For product companies, our program creates opportunities to drive sales.
Total Wealth Advisor
Liquidity and Liability Management
Total Wealth Advisor is both a product positioning and practice management strategy that helps firms increase the appeal of securities-based lending among Advisors and help Advisors present appropriate lending solutions to their clients.
Your Yellow Brick Road
Protected Income
Your Yellow Brick Road, in partnership with the Alliance for Lifetime Income, helps Advisors implement protected income strategies sought after by retiring clients; increasing share of wallet and net new assets.