As an Associate Advisor, you play a critical role in supporting the advisor and delivering a great experience for clients. You’re often balancing client service, administrative responsibilities, portfolio and planning work, and supporting the day to day needs of the practice.
At the same time, you’re building your own experience, relationships, and reputation, with the goal of eventually taking on more responsibility and growing your own book of business.
The Challenge
Building your own book of business while supporting an established practice can be difficult. Your day is already filled with client needs and responsibilities, leaving limited time for proactive business development.
You may know that building relationships today is important for your future, but finding the right people to connect with, knowing how to approach them, and developing the skills to turn conversations into lasting relationships can take years to learn.
The Approach
Capfluence gives you the tools, opportunities, and knowledge to grow into a stronger advisor.
Discover relevant prospects, understand what may be happening in their lives, and identify opportunities to start meaningful conversations. Instead of spending hours searching for people to contact, Capfluence helps bring relevant opportunities to your attention so you can spend more time building the relationship.
Through the Capfluence Academy, you can also develop the skills needed to succeed as an advisor. Learn how to prospect effectively, build relationships, communicate with prospects, serve clients, and develop the habits that support long term growth.
The Outcome
Build the skills, relationships, and experience that can help you take the next step in your career.
Build your network
Discover and connect with people who could become valuable relationships over time.
Learn how to prospect
Develop practical skills and strategies for finding prospects, starting conversations, and building your pipeline.
Become a stronger client partner
Learn how to better communicate with and serve clients throughout their journey.
Stay consistent
Keep business development moving forward while managing the demands of your role.
Grow your own book
Build a pipeline of relationships that can support your transition into a larger advisory role.
Invest in your career
Combine real prospecting opportunities with the knowledge and skills to grow into the advisor you want to become.
Case Studies
