What Makes Us Different
Our Experience and Unparalleled Track Record
Proven leadership and experience throughout our careers has produced significant results in all three wealth management channels – Wirehouse, IBD/RIA and Bank Trust.
We have delivered over 1,400 workshops and keynotes on growing a wealth management business to thousands of managers and advisors.
Across multiple firms, we have recruited and transitioned 750+ advisors smoothly and successfully.
The two partners bring a combined 60 year track record of helping advisors grow assets under management.
The average asset growth advisors experience using our proprietary coaching program.
As a former regional director, Rick Capozzi has been nationally recognized by the four major wealth management firms.
A Proprietary Model
Take Your Business to the Next Level
We believe in a growth mindset.
We believe that the right coaching and development can have a major impact on your business and personal life.
We have proprietary knowledge, processes and techniques that have been proven to help advisors like you grow successfully.
Rick is a leading international keynote speaker on leadership, wealth management and practice management.
He has delivered over 1,400 presentations to 45,000 advisors all over the world.
The Growth Mindset by Rick Capozzi has become a national business development guide for many of the world’s largest firms.
- Practice Management
- Strategic Alliances
- Administrative Support
- Cutting Edge Technology
- Human Resources
- Transition Management
- Managed office space
- Post hire client service
Change is inevitable.
Growth is a choice.
We are living in an environment of unprecedented change. This permanent white water will continue, and those advisors that embrace change and evolve will turn the speed of change to their advantage. We are at the cutting edge to help you grow your business and better service your clients.