Advisor Growth Firm Forum

Advisor Growth Forum

Program Partnership Intake
This version of the Advisor Growth Forum is designed for organizations implementing the program internally with advisory support from Eric Brotman.

This intake helps us understand your firm structure, advisor base, and goals for program deployment within your organization.
Firm Name
Business Model
Number of Advisors
Advisor Experience Range
What prompted your firm to explore a structured advisor development program at this time?
Where are advisors within your organization most commonly experiencing challenges today?
(e.g. business development, client engagement, consistency, accountability, and/or scalability)
What would success look like 6-12 months after implementing this program?
(Consider: Advisor behavior/outlooks, production, culture, or changes in consistency)
Which model would best fit your organization?
How do you envision this model being managed internally?
(e.g. Dedicated internal program owner/coordinator, team based/shared, leadership-led oversight)
Is there anything else we should understand about your organization, culture, or advisor structure that would impact program design or delivery?
Should be Empty:

Advisor Growth Forum