RBC's US Wealth Business Launches Advisor Coaching, Development Program

Tom Burroughes

23 July 2018

RBC Wealth Management – US has launched a practice management program for individual advisors and teams who want to grow business and improve their work-life balance and business development.

The program offers digital resources and coaching for advisors.

“Our goal was to create a practice management platform that is tailored to each individual or team and meets the needs of advisors at all points of the financial advisor lifecycle,” Nate Angelo, head of Wealth Management Consulting at RBC Wealth Management – US, said.

A total of five dedicated coaches will help to run the program across the US with one-on-one coaching and consulting. The program also offers group training in the form of affinity/cohort advisor groups and workshops.

The wealth management group recently announced it is widening its net in pursuit of advisor talent, and a number of other firms have spoken to this publication about the various initiatives they have in place to nuture and develop skills in the space. See here.