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Effective URL: https://www.invesco.com/us/en/financial-professional/practice-innovation-index.html?utm_source=sfmc&utm_medium=email&utm...
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Skip to content Expand navigation Close navigation Search Search Cancel * Products Products VEHICLES * ETFs * Mutual Funds * Closed-End Funds * Collective Investment Trusts * Unit Trust Funds * Variable Insurance Funds * Money Markets & Liquidity Funds SMAS & MODELS * Equity SMAs * Fixed Income SMAs * Model Portfolios COLLEGE SAVINGS * CollegeBound 529 * Investment Capabilities Investment Capabilities ASSET CLASS * Fixed Income * Alternatives * Equities ETFS * BulletShares * Commodities * QQQ Innovation Suite * Smart Beta * Fixed Income ETFs * Explore All ETFs RETIREMENT & COLLEGE SAVINGS * Defined Contribution Plans * Small Business and Personal Retirement * CollegeBound 529 CUSTOM * Separately Managed Accounts * Model Portfolios TRUSTS * Collective Investment Trusts RETHINK YOUR PORTFOLIO FOR WHAT'S NEXT Our ideas for cash-heavy portfolios and opportunities in today’s changing environment. * Resources & Tools Resources & Tools PRACTICE MANAGEMENT * Connect with your clients * Enhance your business * Optimize your portfolios * Explore All TOOLS * Practice Innovation Index tool * Bond Laddering tool ACCOUNTS & FORMS * Client Accounts Overview * Invesco Client Account Access * Tax Center * Forms INVESCO TOTAL CX Our all-in-one platform to help you achieve greater possibilities for your clients, business, and portfolios. * Insights Insights INSIGHTS * Featured Insights * Portfolio Playbook * ETF Insights * DC Insights * Greater Possibilities Podcasts 2024 ELECTION INSIGHTS Explore issues that matter to voters as we address investor concerns this election season. * Financial Professional * Contact Us * Login Search Search Login * Invesco Client Account Access * Retirement Plan Manager * Invesco Contribution Manager * CollegeBound 529 * DST Vision INVESCO CLIENT ACCOUNT ACCESS Invesco Client Account Access is a mobile-friendly site that provides financial professionals with a single view into retirement and non-retirement accounts. RETIREMENT PLAN MANAGER Retirement Plan Manager provides plan sponsors the tools they need to more effectively manage their retirement plans. INVESCO CONTRIBUTION MANAGER Invesco Contribution Manager (ICM) supplies tools for plan sponsors to efficiently manage retirement plans. COLLEGEBOUND 529 Our CollegeBound 529 portal allows you to contribute, open, manage, and withdraw from your account. DST VISION DST Vision is an interactive website that allows financial intermediaries such as broker-dealers and financial advisors to view fund, shareowner account, and dealer information. * Invesco Client Account Access * Retirement Plan Manager * Invesco Contribution Manager * CollegeBound 529 * DST Vision SELECT YOUR ROLE Select your role * Individual Investor I am a current or prospective investor * Financial Professional I lead or support a firm that invests on behalf of clients * Institutional I invest or consult on behalf of institutions Individual Investor INDIVIDUAL INVESTOR Individual investors include: current investors; prospective investors, and plan administrators. Visit site Financial Professional FINANCIAL PROFESSIONAL Financial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts. Visit site Institutional INSTITUTIONAL Institutional includes defined contribution and defined benefit plans (corporate, public, Taft-Hartley), foundations and endowments, insurers, corporate cash managers, consultants, and trust administrators/custodians. This portion of the Invesco website is specifically prepared for institutional investors in the US. The content and investment strategies discussed may not be suitable for and/or available to all investors. By checking the box and clicking continue, I confirm that I am an US Institutional Investor. Visit site EDJONES EDWARD JONES Edward Jones Visit site PFS PFS PFS Visit site Main content Powered by cerulli associates PRACTICE INNOVATION INDEX Introducing the Practice Innovation Index powered by Cerulli Associates: setting the benchmark for high-performing financial professionals Take the diagnostic WHAT IS THE PRACTICE INNOVATION INDEX? The Index is the first-of-its-kind¹ diagnostic platform built to benchmark key traits of financial practices in four areas: New Business Development, Wealth Management, Client Service and Practice Management. It analyzes where your practice ranks among your peers and provides customized resources designed to help you improve in these areas. Responses are scored and benchmarked by the Practice Innovation Index’s proprietary methodology, which is powered by Cerulli’s data from over 3,000 financial professionals. The Practice Innovation Index is part of Invesco Total CX – the total client experience – a powerful all-in-one platform of tools, coaching and content built to help you connect with clients, enhance your business, and optimize your portfolios. 1. How to prepare 2. Take the assessment 3. Understand your results 4. View key insights HOW TO PREPARE TAKE THE GUIDED TOUR The Guided Tour is designed to help you in all areas including preparing for the diagnostic, completing the assessment and putting the results into action. Download brochure TAKE THE ASSESSMENT The competition for clients in AUM is fierce, and until now, there was no diagnostic to tell you and certainly no diagnostic coupled with research-backed resources designed to help you in areas where you want to improve. Introducing the Practice Innovation Index, the benchmark for high-performing financial professionals, harnessing the power of Cerulli Associates, a leading research, consulting, and analytics firm. It’s easy to use the Practice Innovation Index. Take the online diagnostic by answering 35 questions that are correlated with the four key areas of your practice: New Business Development, Wealth Management, Client Service and Practice Management. Get your scores in each area, and see a clear view of your relative strengths and opportunities to refine your practice. We’ll show you where you stand relative to your top-performing peers. You’ll identify specific areas of focus for enhancing your business. And you’ll receive a customized roadmap of practical action strategies delivered through Invesco’s robust coaching and consulting programs. The Practice Innovation Index is part of Invesco Total CX, the total client experience, a powerful all-in-one platform of content, coaching, and tools, all built to help you connect with clients, enhance your business, and optimize your portfolio. Video Player is loading. Play Video Play Mute Current Time 0:00 / Duration 1:35 Loaded: 10.40% 0:00 Stream Type LIVE Seek to live, currently behind liveLIVE Remaining Time -1:35 1x Playback Rate Chapters * Chapters Descriptions * descriptions off, selected Captions * captions settings, opens captions settings dialog * captions off, selected Audio Track * en (Main), selected Picture-in-PictureFullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. TextColorWhiteBlackRedGreenBlueYellowMagentaCyanTransparencyOpaqueSemi-TransparentBackgroundColorBlackWhiteRedGreenBlueYellowMagentaCyanTransparencyOpaqueSemi-TransparentTransparentWindowColorBlackWhiteRedGreenBlueYellowMagentaCyanTransparencyTransparentSemi-TransparentOpaque Font Size50%75%100%125%150%175%200%300%400%Text Edge StyleNoneRaisedDepressedUniformDropshadowFont FamilyProportional Sans-SerifMonospace Sans-SerifProportional SerifMonospace SerifCasualScriptSmall Caps Reset restore all settings to the default valuesDone Close Modal Dialog End of dialog window. Close Modal Dialog This is a modal window. This modal can be closed by pressing the Escape key or activating the close button. Show transcript TRANSCRIPT: HOW DO YOU AND YOUR PRACTICE STACK UP AGAINST YOUR PEERS? The competition for clients in AUM is fierce, and until now, there was no diagnostic to tell you and certainly no diagnostic coupled with research-backed resources designed to help you in areas where you want to improve. Introducing the Practice Innovation Index, the benchmark for high-performing financial professionals, harnessing the power of Cerulli Associates, a leading research, consulting, and analytics firm. It’s easy to use the Practice Innovation Index. Take the online diagnostic by answering 35 questions that are correlated with the four key areas of your practice: New Business Development, Wealth Management, Client Service and Practice Management. Get your scores in each area, and see a clear view of your relative strengths and opportunities to refine your practice. We’ll show you where you stand relative to your top-performing peers. You’ll identify specific areas of focus for enhancing your business. And you’ll receive a customized roadmap of practical action strategies delivered through Invesco’s robust coaching and consulting programs. The Practice Innovation Index is part of Invesco Total CX, the total client experience, a powerful all-in-one platform of content, coaching, and tools, all built to help you connect with clients, enhance your business, and optimize your portfolio. HOW TO GET STARTED Set aside approximately 20 minutes to answer 35 questions, all of which are correlated to four key areas of your practice and designed to help identify your relative strengths and weaknesses in each. The results then inform the development of a personalized roadmap designed to address specific opportunities for improvement to put into action. Take the Practice Innovation Index assessment to get access to CE credit content.² Take diagnostic UNDERSTAND YOUR RESULTS Video Player is loading. Play Video Play Mute Current Time 0:00 / Duration 1:24 Loaded: 11.78% 0:00 Stream Type LIVE Seek to live, currently behind liveLIVE Remaining Time -1:24 1x Playback Rate Chapters * Chapters Descriptions * descriptions off, selected Captions * captions settings, opens captions settings dialog * captions off * Captions (En), selected Audio Track * en (Main), selected Picture-in-PictureFullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. TextColorWhiteBlackRedGreenBlueYellowMagentaCyanTransparencyOpaqueSemi-TransparentBackgroundColorBlackWhiteRedGreenBlueYellowMagentaCyanTransparencyOpaqueSemi-TransparentTransparentWindowColorBlackWhiteRedGreenBlueYellowMagentaCyanTransparencyTransparentSemi-TransparentOpaque Font Size50%75%100%125%150%175%200%300%400%Text Edge StyleNoneRaisedDepressedUniformDropshadowFont FamilyProportional Sans-SerifMonospace Sans-SerifProportional SerifMonospace SerifCasualScriptSmall Caps Reset restore all settings to the default valuesDone Close Modal Dialog End of dialog window. Close Modal Dialog This is a modal window. This modal can be closed by pressing the Escape key or activating the close button. Show transcript TRANSCRIPT: PAUL BRUNSWICK DISCUSSES THE FOUR ROOMS At Invesco Global Consulting, we view your practice, through the metaphorical lens of a house. That house, your practice, comprises four rooms, the New Business Development room, the Wealth Management room, the Client Service room, and finally the Practice Management room. How well structured those rooms are and how effectively you and your colleagues are deployed within each room, in our experience, drives the performance of your practice and value to your clientele. Using this lens, we constructed the Practice Innovation Index in partnership with Cerulli Associates research, data and insights. Armed with this, Invesco Global Consulting, and it's a research-based coaching and consulting capabilities, provides financial professionals, a comprehensive suite of solutions built to address the challenges the Index may uncover. Your results may be used to help you, and your senior advisor consultant, architect a roadmap, leveraging the vast array of IGC's research-based strategies to help you hone and refine your practice and take your performance to the next level. THE FOUR ROOMS The Practice Innovation Index analyzes where your practice ranks among your peers and provides customized resources designed to strategically help you improve in four key areas of your practice. Take diagnostic NEW BUSINESS DEVELOPMENT Resources designed to help you generate referrals from clients and centers of influence; present your value in a clear, compelling and client-centric manner; and drive net new assets. WEALTH MANAGEMENT Resources designed to help you establish a repeatable and scalable discovery process, clearly articulate your wealth management process, and help clients understand risk and stay committed to their long-term strategies. CLIENT SERVICE Resources designed to help you institute a quantitative and qualitative client segmentation strategy and stratified corresponding service model, enhance client communications to achieve the greatest impact, and increase client acquisition and retention. PRACTICE MANAGEMENT Resources designed to help you integrate team roles and responsibilities based on talent and training, enhance your team's communication and collaboration, institute transformational leadership skills and craft a thoughtful succession plan. VIEW KEY INSIGHTS TOTAL CX INSIGHTS The Total CX report pulls together key benchmarking data from successful financial practices and provides ideas designed to help improve productivity and enhance your business. Learn more MORE FROM INVESCO GLOBAL CONSULTING INVESCO TOTAL CX Invesco Total CX is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business and portfolios. INVESCO GLOBAL CONSULTING Invesco Global Consulting offers communication and consulting services for financial professionals. WHO WE ARE Invesco Global Consulting is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses. FOOTNOTES * 1 Source: Cerulli Associates. Used with permission. Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc. * 2 These presentations are available for one hour Continuing Education Credit. To receive CE credit, you must view the presentation online in its entirety. Invesco is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org Get Started See how you compare against your peers and the industry. Take the diagnostic Dismiss Practice Innovation Index error message PRACTICE INNOVATION INDEX The Practice Innovation Index is temporarily unavailable. Please try again later. Expand Collapse 03/24 NA3435887 The "Practice Innovation Index" program is based on Invesco Global Consulting's work with Cerulli Associates. Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor Cerulli, Inc. Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional. All data created by Invesco Global Consulting unless otherwise noted. Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices. LOGIN * Login * Client Account Access * Profile and Settings PRODUCTS * ETFs * Mutual Funds * Closed-End Funds * Collective Investment Trusts * Unit Trust Funds * Variable Insurance Funds * Money Markets & Liquidity Funds * CollegeBound 529 * Equity SMAs * Fixed Income SMAs * Model Portfolios CAPABILITIES * Fixed Income * Alternatives * Equities * BulletShares * Commodities * QQQ Innovation Suite * Smart Beta * Fixed Income ETFs * Explore All ETFs * Defined Contribution Plans * Small Business and Personal Retirement * CollegeBound 529 * Separately Managed Accounts * Model Portfolios * Collective Investment Trusts INSIGHTS * Featured Insights * Portfolio Playbook * ETF Insights * DC Insights * Greater Possibilities Podcasts Invesco is an independent investment management company built to help individual investors, financial professionals, and institutions achieve their financial goals. We offer a range of investment strategies across asset classes, investment styles, and geographies. 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