Curtis has helped to guide and coach me through numerous promotions and challenging assignments. His operational expertise has proved to be invaluable. He has enabled me to formulate a strategy and vision that enabled me to move my operations to the top 5 percent in the firm. Curtis is my accountability partner who has influenced and enhanced my leadership capabilities over more than two decades.
Related Posts
5 Mega-Trends Reshaping the Future of Financial Advisors and Wealth Managers
Why Adaptation Is the New Alpha By Curtis Brown, President & CEO As client expectations evolve, and technology upends old models, the future of financial advising belongs to those who anticipate change—rather than react to it. At Tier1 Level Consulting, we help teams navigate disruption with confidence and clarity. Here are five mega-trends we believe every […]
Delivering an Elite Client Experience: The Repeatable 5-Star Model
Built on the Tier1 Five Pillars of High-Performance Teams By Curtis Brown, President & CEO In today’s competitive landscape, delivering great advice isn’t enough. Clients—especially high-net-worth and next-gen investors—expect a curated, responsive, and premium experience. The best advisory teams don’t leave that to chance. At Tier1 Level Consulting, we teach teams how to deliver a repeatable 5-star[…]
