LederMark has developed advisor practice management content for brand names in asset management and financial services for nearly two decades. These value-added programs range from the advisor value proposition to business development and the impact of aging on housing trends. As a thought leader, LederMark has also demonstrated a deep level of respect for financial advisors, having worked with many of the top practices and firms across the country. This connection is at the heart of the firm’s knowledge, capabilities and expertise in the industry.
Our current focus is on these topics: embracing the generational shift in the workforce, legacy-building moral leadership and how financial advisors solidify and deepen their client relationships by practicing coaching skills.
Our custom-developed workshops, white papers and programs are commissioned by financial sponsors in asset management and wealth management.