When your firm chooses RBC for clearing and custody services, you gain access to our extensive roster of experienced research, practice management and marketing specialists. These knowledgeable professionals can help your financial professionals learn new service concepts, sharpen their sales skills, develop a deeper understanding of key issues and broaden their practice management efforts overall.
You gain access to RBC’s timely, independent fundamental research from more than 200 analysts globally that cover nearly 1,500 companies in most industry sectors.
You also have online access to some of the industry’s most respected research and product organizations, covering a comprehensive range of topics.
On-demand practice management
Grow your business and help your financial professionals hone the skills and competencies needed to develop deeper, broader relationships with clients. In conjunction with Cannon Financial Institute, we offer you complimentary access to four courses:
- Advisor’s Blueprint for Business Growth
- Building Your Personal Branding Message
- The 13 Wealth Management Issues Important to Affluent Families
- Critical Client Discovery Conversation Models
Classes are offered on-demand for optimum schedule flexibility for your busy financial professionals.
Certified Wealth Strategist (CWS®) Designation Program
Help your high-performing financial professionals take their professional development and wealth management practice to a higher level. Offer them the opportunity to earn the Certified Wealth Strategist designation. Negotiated through our relationship with Cannon Financial Institute, this 9–12 month program is offered to you at a discounted rate and culminates with a capstone project. Designation recipients benefit from the knowledge, the practice management formula and the critical client interaction skills to create and build a dynamic wealth advisory practice.
Your financial professionals are invited to attend our periodic wealth management workshops, featuring business-building ideas to grow their practice through wealth planning, proposals and wealth strategies. Delivered by knowledgeable specialist from Cannon Financial Institute and RBC Wealth Management, these complimentary one- to two-day workshops are held across the U.S. throughout the year.
Monthly calls and teleconferences
Your financial professionals can always participate in monthly calls hosted by RBC Wealth Management specialists in a variety of fields—investments, estate planning services, economic forecasting and more. You and your financial professionals can also take part in teleconferences where we bring in wholesalers and other outside third party vendors to discuss financial products, investment outlooks and other subjects.
Marketing campaigns for new business and organic growth
Use turnkey strategic action plans with supporting materials to offer services and solutions to your prospects and clients.
Broadridge Advisor Solutions
Gain complimentary access to more than 3,000 client-facing educational resources and marketing pieces you can fully brand with your photo, name and contact information. Newsletters, one-to-one seminars and Ecard/content composer features, as well as a library of continuing education courses, are also available at no cost to your financial professionals.
Receive periodic marketing ideas and campaigns, complete with action plans and tools to execute for nearly every client type and situation.
Investor’s Edge newsletter
Foster and strengthen relationships by sending clients and prospects our customizable quarterly newsletter, featuring articles on a broad range of wealth management topics that can generate important conversations.
Provide clients and prospects with an informative and concise treatment of key concepts.
Access a variety of brochures that help explain RBC Wealth Management's products and services—some of which are available to be privately labeled with your firm’s name and contact information.
Financial professional resume
Showcase your value proposition with a one-page summary of skills and experience, designed specifically for you by an RBC Wealth Management marketing professional.