"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.
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Jensen explores the growth trend of passively managed funds and urges investors to look beneath the hood when selecting a strategy.
Learn more about how behavioral biases affect the investor and advisor decision-making process with this collection of articles from IMCA's Investments & Wealth Monitor.
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Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view...
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Join ThinkAdvisor for this live, interactive webcast and hear from industry executives regarding the investment opportunities surrounding alternative investments.