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• 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 Services•Urs Bolt•26 Mar 2026•18 minutes

  

• 5 things a good digital consultant does

  As a consultant, you are usually involved with one or more customers on a project basis or on a temporary basis. They are unable to solve the tasks themselves and therefore seek external support. This article looks at five valid points of a result-oriented consulting activity to show that the consultant must not play the part of the yes-man or the conflict-averse.

  Professional Services & Craftmanship•Sebastian Heithoff•1 Dec 2022•6 minutes

  

• The "hourly rate" dilemma - selling value instead of time

  What is the right hourly rate? What is better, cheaper or more effective? We explain why you should think differently and why comparability is not purposeful.

  Professional Services & Craftmanship•WebGate Consulting AG•9 Mar 2021•3 minutes