The Wealth Advisor: Pivotal for Growth in Wealth Management
This white paper argues that Advisor Effectiveness Coaching (AEC) is a practical way to transition from product-push sales toward genuinely client-centric advice. Based on the GROW coaching model, it describes a structured programme spanning preparation, a senior-level kick-off, ongoing 1:1 and team coaching, and a “living phase” to sustain momentum. Team leaders serve as the key lever, acting as both coachee and coach to cascade change across the advisory organisation, while AI frees advisors for higher-value conversations. The paper concludes with a phased call to action – pilot, measure, and scale – with the goal of transforming advisors into trusted, augmented wealth partners.
Banking & Financial ServicesUrs Bolt18 minutes
