By Curtis Brown In today’s increasingly competitive wealth management landscape, succession planning can no longer be treated as a future event—or as something that applies only to senior advisors nearing retirement. At Tier 1 Level Consulting, we view succession planning as a leadership discipline, not a transactional exit strategy. Strong succession planning is critical for sustaining institutional wisdom, team […]
Practical frameworks to help advisors build deeper relationships, rediscover legacy clients, and prospect with confidence. Why Frameworks Matter Clients expect more than investment performance. They want to know that their advisor understands their story, their concerns and their future goals. That’s where conversation frameworks come in – they provide a roadmap for meaningful engagement. At Tier 1[…]
Michael Greene -A case study turning personal adversity into a professional breakthrough. Background “Michael Greene,”(pseudonym) a veteran Financial Advisor at a major investment firm, had long been a consistent performer. However, life took an unexpected turn. A series of health issues and personal crises threatened both his stability and the momentum of his advisory practice. In an[…]
