“When a financial services firm learns to address the complexity of the human dimensions of wealth, they fundamentally set themselves apart from the competition.”
Our Core Belief:
Financial services firms exist in noisy markets where true differentiation is nearly impossible. When a financial services firm learns to effectively address the complexity of the human dimensions of wealth, they fundamentally set themselves apart from the competition.
Our Work:
We collaborate with financial services firms to transform their conversations with prospects, clients, and partners. By enhancing these interactions, we impact everything from marketing and sales to the advisor-client relationship. As advisors and clients experience this shift, the firm creates both tangible and intangible value, leading to truely meaningful market differentiation.
Working with us:
If you are reading this, it's likely you were referred to us. We work with no more than one or two financial services firms at a time, bringing a proven process that helps firms transcend ordinary financial service delivery and engage clients in transformative ways. Our criteria for partnering with a firm include the realistic potential for catalyzing healthy cultural development in the firm and a genuine interest in discovering and implementing next level practices. We practice in annually renewed retained engagements,
If you would like to learn more, please reach out. If we have immediate availability, we will initiate a focused process to determine if a collaboration makes sense. By retaining Ascend, you will work with an internationally recognized thought leader and sought-after practitioner, known for creating measurable, transformational changes in financial services firms.
Note: The description of Services on this site is for our work families. If you are interested in learning more about our work with financial advisory firms, please reach out.