Consulting & Implementation
Technology Alone Doesn't Drive Transformation
Sound strategy, efficient infrastructure design, and execution planning are critical to success. AdviseLink provides comprehensive consulting services focused on wealth program success.
Activation
Wealth Program Activation
For banks and credit unions launching a wealth management program, we provide end-to-end advisory services that ensure successful launch and sustainable growth.
Third-Party Manager (TPM) Broker-Dealer Due Diligence
- Comprehensive evaluation of TPM capabilities, technology platforms, and service models
- Pricing structure analysis and contract negotiation support
- Support infrastructure assessment (compliance, operations, marketing, technology)
- Cultural fit evaluation to ensure alignment with your institution's values
Resource Planning & Infrastructure
- Organizational structure design and reporting relationships
- Staffing models and resource allocation across branches and regions
- Physical space requirements and client meeting environments
- Technology integration with existing systems
Talent Strategy
- Wealth advisor profile definition based on your client demographics and service model
- Compensation structure design balancing profitability with competitive market rates
- Recruiting strategy and candidate evaluation frameworks
- Career path development to retain top talent
Performance Expectations & Metrics
- Realistic growth projections and timeline modeling
- Key performance indicators for individual advisors and the program overall
- Referral expectations and conversion targets
- Client satisfaction and retention benchmarks
Refinement
Wealth Program Refinement
For institutions with existing wealth programs seeking optimization and growth acceleration, we deliver comprehensive enhancement strategies that maximize your program's potential.
Comprehensive Program Assessment
- Current TPM relationship evaluation—are you getting the support, pricing, and capabilities you need?
- Existing talent assessment and gap analysis
- Compensation structure competitiveness review
- Performance metrics analysis identifying improvement opportunities
Strategic Repositioning
- TPM contract renegotiation or alternative provider evaluation
- Organizational restructuring to improve efficiency and client coverage
- Compensation redesign to align with growth objectives and market conditions
- Enhanced integration between core operations and wealth management
Growth Optimization
- Referral process refinement to systematically capture opportunities
- Sales culture transformation from reactive to consultative
- Training programs to elevate advisory capabilities
- Technology platform optimization or migration support
Change Management
- Stakeholder alignment across leadership and wealth management teams
- Communication strategies for advisors, staff, and clients during transitions
- Implementation roadmaps with clear milestones and accountability
- Ongoing performance monitoring and course correction
Ready to Transform Your Wealth Program?
Whether you're launching new or optimizing existing, our team has the expertise to guide your success.