Expertise and insight

Our capabilities

Rely on our expertise to help you make a difference in the productivity of your financial professionals.

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.


Proprietary research

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.

Third-party research

You also have online access to some of the industry’s most respected research and product organizations, covering a comprehensive range of topics.

Practice management

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.

In-person workshops

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.

Marketing Minute

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.

Fact sheets

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.

What I like about RBC Clearing & Custody is if I have something out of the ordinary, I have my client service rep I can call, and that’s a big help.”

David Coker
Coker & Palmer, Inc

Contact us for a complimentary consultation

Speak with a representative to learn more or schedule a demo.

Our perspectives

Seven securities business trends to watch

Your business 7 minute read
– Seven securities business trends to watch

Why our broker-dealer and RIA technology has the human touch

Your business 9 minute read
– Why our broker-dealer and RIA technology has the human touch

New ways to grow your retirement planning business revenue

Your business 9 minute read
– New ways to grow your retirement planning business revenue