We help leaders in the Wealth Management sector run their firms more effectively. Our focus is providing executive level leadership and solutions for optimal business performance, that results in clarity, scale and sustainable growth.
Working ON Your Firm, NOT in
Every Wealth Management Firm is comprised of two primary components. Component A (represented by the front wheel) is your role as an advisor, serving clients, investing, etc. Component B is the running of the firm (represented by the back wheel). This includes things like, strategy, developing your team, casting vision, etc. When both wheels are in sync, there is a …
Courageous, Authentic Leaders
As a leader, are you open to hearing what you need to hear, or are you only interested in listening to what you want to hear? Here are a few thoughts about the mindset of a strong, courageous, healthy leader. If you would like to receive fresh Firm Foundations content weekly, simply contact us at info@blainw1.sg-host.com Firm Foundations is a …
Building Quality Centers of Influence Relationships for Financial Advisors
Building a strong Center of Influence (COI) relationship network is a key aspect of giving and receiving client referrals and building your personal and corporate brand. In this video, you’ll learn about building and nurturing your COI connections. Firm Foundations is a video series, that provides content that helps financial advisors lead, operate and grow the business side of their …
Dan Frost to join Provincial Development Group as a Client Advisor Associate
FOR IMMEDIATE RELEASE 10/15/2019 Nashville, TN – Professional services firm, Provincial Development Group, announced the addition of Dan Frost as a Client Advisor Associate, helping Wealth Management Firms create sustainable growth and operate as stronger, more vibrant businesses. Having worked within a broad spectrum of industries, including the financial sector, Dan’s diverse professional history will benefit our firm and …