"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.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
STP can be described as electronically capturing and processing transactions in one pass, from the point of first 'deal' to final settlement.
This complimentary report discusses those powerful benefits in detail along with a wide range of planning applications.
Almost one-third of financial firms are already using social media to collect client data. Read now to find out what that number will look...
Mar 21, 2017
Americans are living longer and healthier lives, and these added years can create new challenges for retirement income planning.
Feb 07, 2017
The DOL fiduciary rule is quickly approaching the first compliance date, effective April 10th, with full implementation starting January 1, 2018. Is your business on...
Jan 31, 2017
For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the...