The Collaborative
Other - Medfield, MA, US
The Collaborative Employees
The Collaborative Details
Advisors Trusted Advisor is a one-stop practice management source for organizing, managing, and growing an investment advisory business. We've compiled over 20 years of experience and research in determining the most important areas for the success and growth of a wealth management business, and then organized them in two distinctly different ways -- Self service and Customized service -- that fit any situation and any budget. Self ServiceATA's proprietary Self-Driven/Self-Service option is ideal for RIAs who have already identified obstacles to success and have the time to deal with it themselves.[read more @ http://www.advisorstrustedadvisor.com/meeting-2.html] Customized ServiceConsultingOur custom consulting is perfect for RIAs who are not sure exactly what the problem is and don't have time to fix it themselves.[read more @ http://www.advisorstrustedadvisor.com/meeting-3.html] High Impact Workshops For Financial Services ProsIn addition to our consulting and self-driven options, we offer training workshops for as few as two and as many as three hundred people. [read more @ http://www.advisorstrustedadvisor.com/meeting-4.html] Coaching Our Behavior Style and Values Assessment approach to coaching is 100% results-driven for high impact ROI. [read more @ http://www.advisorstrustedadvisor.com/meeting-5.html] ATA also offers the Roth 2010 Conversion Package -- business-building and educational resources, together with a Roth Conversion Optimizer providing Advisors with everything needed to take advantage of the changing Roth rules.
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