"As a member of the independent broker/dealer business, Genworth Financial's vision is to be the wealth management partner of choice for independent financial professionals, and we want to help them work in and on their business," says Enrique Vasquez, president and CEO of Genworth Financial Investment Services. That was the motivation for the company to set up their advisors with an external coach. Genworth launched a beta version of the coaching program, which consists of quarterly, in-person sessions and weekly calls, about two years ago. "We had great results in the beta test, so we launched it nationally to our top producers," notes Vasquez. "We've structured a good agreement with the coach that makes it economically better for the advisor to work with him directly instead of going out on their own. We provide the service [after] we vetted it," he says. According to Vasquez, Genworth also launched the program with its internal employees--its regional directors--because it has been so beneficial to those involved.
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...