Act as business consultant to financial advisors on business models, branding, marketing, service levels, segmentation, etc.
Apply specialized practice management expertise and industry knowledge to meet the needs of financial advisors, individual channel partners and internal clients.
Research evolving practice management trends and issues to identify solutions to support financial advisors and recommend implementation methods for practice management tools to advisors, wholesalers and directors.
Pitch ideas for practice management content to team members and internal clients.
Content Development and Design
Design and develop ideas for digital engagement (blogs, videos, podcasts, etc.) for advisors to enhance CI’s brand in the value‑add space.
Research industry issues, trends and benchmarks for wo...