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Research and Trends

Learn from WISE experts, WISE members, and other industry authorities.

Upcoming Webinars

AUG

24

Talent: Attracting, Engaging & Retaining

As competition for talent remains tight, Phil Buchanan of Cannon Financial Institute will lead a discussion focused on strategies to attract and retain talent. While compensation is key, non-financial benefits can play a role in attracting and earning a long-term commitment.

SEPT

13

Preparing for Transfers, Avoiding Remorse, & Maximizing Clients' Greatest Asset

For most business owners, the business is their greatest asset...and the primary source of their wealth. Unfortunately, too many owners experience post-exit remorse.  Nerre Shuriah of First Citizens Wealth Management, shares tools used to help clients through this process.  

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Research
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Improving Retention Metrics and Attrition Outcomes 

Measuring retention and managing attrition risks is essential for all financial advisory firms. Research detailing how you can improve retention metrics and attrition outcomes. What are "good" retention rates, how firms are tracking attrition causes, and what firms are doing to manage attrition risks.

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UHNW Pricing Trends and Best Practices

Research detailing the most prevalent HNW and ultra-HNW pricing trends. 

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Growth at Risk

Heightened competition makes questions about value more germane than ever. This study, therefore, seeks to understand how banks and trust companies should position their services to improve sales and growth outcomes.

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The Case for Change: Toward a New Frontier in Team Productivity

There is a paradigm shift underway in wealth management and day-to-day tactics need to support long-term strategic vision.

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Webinar Archive

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Perspective on Planning: Ways to Make it Work

Lisa Featherngill discusses ways to design a planning practice that benefits both clients and firms. The webinar focuses on how to identify the offering, how to deliver it, and how to measure the impact. 

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Improving Retention Metrics and Attrition Outcomes 

Measuring retention and managing attrition risks is essential for all financial advisory firms.  WISE  and Greene Consulting share ways to improve retention metrics and attrition outcomes.  What are "good" retention rates? How firms are tracking attrition causes? What firms are doing to manage attrition risks?

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UHNW Pricing Trends and Best Practices

Thom Melcher, Director of Family Wealth at Glenmede and former Managing Executive for Hawthorn, PNC Family Wealth, introduces WISE members to HNW and ultra-HNW pricing trends. 

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High Net Worth Pricing: Trends and Strategies for Strengthening Returns on Assets

Doug Trott, former McKinsey Partner and Founder of PriceMetrix, discusses HNW and ultra-HNW pricing trends and practices. 

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Diversity is Good for Business

Laura Gregg, Northern Trust, shares data on how diversity can have a positive impact on talent and client acquisition. About 77% of firms focused on diversity, equity, and inclusion report success in hiring new professional talent and more than than half of consumer respondents say that when seeking an advisory firm, they ask about the firm’s commitment to DE&I. 

Presentation

Selling the Advice Based Offering:

Lessons from the UHNW

Brian Hughes, Touchpoint Growth Strategies, and Stephen Prostano, from PKF O'Connor Davies Family Office, discuss the evolution of the service offering in the high-net-worth space. Discussion to focus on the shift towards deemphasizing products & investments, emphasizing advice and problem solving and how to communicate the value to clients and prospects.

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Lead With Planning to Grow

Nerre Shuriah shares insights and lessons learned from leading First Citizens' evolution from a transaction-focused to relationship-focused culture, with an emphasis on how to change advisor behaviors, one of the biggest implementation challenges facing the industry.   

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Stuff Financial Planners Know

Joel Redmond bridges the gap between academic lessons about planning and what actually happens in planning engagements, focusing on how to deliver an effective, superlative client experience

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