Build your business for the future
BlackRock supports financial advisers to grow and scale their business, enhance their value proposition and engage new clients.
Unlock your business’ growth potential
The key to growth is carving out impactful time with current and prospective clients. To achieve this, top advisers we’ve consulted with focus on what we have called The Growth Formula which encompasses the following three elements: (1) streamlining their investments, (2) increasing their business efficiency and (3) instilling trust with clients.
Our Growth Programs are delivered along two pillars. Our Practice Management modules are designed to help improve your investment process and scale your business, while our Client Engagement modules focus on engaging diverse clients and fostering deeper client relationships.
Hello, I’m James Kingston and I lead our Adviser Insights team here in Australia.
BlackRock has the privilege to work with advice firms across the US, Europe and Australia. The team exists to present discuss best practice with our clients on topics and challenges that we’re facing in the industry.
Our Practice management thought leadership covers 2 pillars - practice management and client engagement - offering insights and ideas in collaboration with industry partners and thoughts leaders, covering topics such as
· Engaging tomorrow’s clients and the 3.5T Intergenerational Wealth transfer which is underway in Australia
· Reframing retirement to focus retirees and advisers more on wellbeing in retirement
· Behavioural finance
· And Women, Wealth and wellbeing focusing on supporting advisers in engaging and working with women investors
Our practice management focuses on the growth formula, BlackRock’s articulation of key aspects of what makes a successful growing wealth advisory business - this covers scaling your investment proposition, creating business efficiencies and developing psychological safety with you clients - things like articulating your values and communication your value proposition.
All our thought leadership is through delivered via webinars, seminars, workshops and interactive sessions that get you thinking as well as listening.
Read more about the various modules on our website and if you want to hear more from us please reach out - we’d love to hear from you and be part of your journey.
Solutions to help grow your business
James Kingston, Head of Wealth Solutions, breaks down our various practice management modules, and explains how we work with global advice firms to bring you the latest insights and thought leadership – all to help you grow your business.
Our Growth Programs
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Contact our team today
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