Support your business

with Richardson Wealth Masterclass

Developed with advisors, for our advisors, our national coaching program helps you deepen your knowledge of industry best practices.

Masterclass provided our team an opportunity to review and test our processes against best practices from around the firm. The collaborative environment in class and the insight our colleagues have provided in the materials are invaluable. Why re-invent the wheel? We found multiple practical and easy to implement ideas that we are using today.

~ Justin Caldwell, The Caldwell Housepian Group

Resources for your business

Business planning

  • Setting bold and audacious goals
  • Articulating your value proposition
  • Defining your succession plan

Wealth services

  • Importance of wealth service
  • Offering wealth services to your clients
  • Engaging the full family

Book management

  • Segmenting your book & defining service models
  • Pricing with confidence
  • Soliciting client feedback

Client acquisition

  • Identifying leads
  • Qualifying leads and making graceful exits
  • Nurturing demand and building winning pipeline management engine
  • Successfully converting prospects

Investment capabilities

  • Leveraging our central investment capabilities leveraged through the Action Desk
  • Preparing your practice for the upcoming roll-out of the Envestnet platform

Team management

  • Designing teams
  • Building teams
  • Managing team performance
  • Cultivating a high-performing culture