To see our report, Understanding the 10 Key Elements of a Successful Multi-Million Dollar Succession Plan,click here:   Understanding the 10 Key Elements (1).pdf        

​​​​Building AND Growing 

 Financial Services industry's best performing Teams

Succession Planning

You’ve worked incredibly hard to build a successful practice. What happens to your business and the welfare of your clients when you transition? What is your practice worth going forward?
The best succession plans are developed thoughtfully and methodically. If done successfully, all win - clients appreciate and are comforted by a seamless transition,  the Retiree is rewarded for years of hard work, the Inheriting FA(s) secure long-lasting relationships, and the firm retains the accounts, assets, and production. Our experience and knowledge in helping advisors prepare and execute a Succession Plan can ensure that the practice you’ve worked so hard to build provides benefits to all well into the future.

Team Formation

Does your team have the right people in the right places? Are all fully functional and cross-trained? Is now the right time to evaluate creating an impregnable infrastructure and an everlasting entity? 


 A Wealth Advisory team can provide tremendous benefits to all stakeholders – client satisfaction, greater productivity, enhanced quality of life. In order to realize the potential payoffs of synergy, a team must work in concert, everyone understanding their roles and excelling in their delivery, exceeding client expectations. Our experience, proven strategies, and time-tested tactics will guide you toward your ideal business model.

Phone: 610-793-1144

john@teamedgeconsulting.com

Team Optimization

Is your team hitting on all cylinders? Are all aligned so that every team member excels at their role and is synergistically contributing to the broader goals of the team? Do your clients consider you irreplaceable, and are the prospects within your target markets drawn to you?


Working as a team can be incredibly rewarding. All associates must be fully engaged and the deliverables optimized to achieve peak productivity and efficiency. Our programs and coaching can help your team gain the Edge to dominate your marketplace and enjoy the benefits of a highly skilled and cohesive  team experience.

​​​​TEAM EDGE CONSULTING

Contact Us   610-793-1144

Teams are:

  • More Productive

  • Manage More Assets

  • Gain Greater Wallet Share

  • Enhance Client Satisfaction

  • The Preferred Business Model for High Net Worth Clients

  • The Future... 


Team Edge Consulting is the leading coaching solution for Team Formation, Team Optimization, and Succession Planning to the Wealth Advisory Industry. Our goal is to drive productivity, enhance client satisfaction, assist in the transition of an everlasting and thriving practice, and improve the quality of life for all stakeholders.


To see our recent report, Understanding the 10 Key Elements of a Successful Multi-Million Dollar Succession Plan, click here:  Understanding the 10 Key Elements (1).pdf