Applying years of experience in serving financial advisors and investors, the Group’s
members work in concert with advisors to help them identify and apply the best practices,
as they strive to build the value of their services and gain a significant competitive
advantage. The Group delivers broad-based proprietary educational programs,
offers consulting services and written research papers in four main
areas: Advisor Practice Development, Retirement and Tax Planning Resources, Family Wealth Issues
and Investment Consulting Services.
BROAD-BASED PROPRIETARY EDUCATIONAL PROGRAMS with in-depth information help
advisors expand their knowledge and broaden their expertise. These programs are
delivered at industry conferences as well as national and regional meetings sponsored
by client firms for their financial advisors.
View Programs
CONSULTING SERVICES, including personal coaching on practice development
issues and objective third-party perspectives on client cases, help advisors adapt
strategies and techniques to their own practices and client situations. These services
are available to advisors by contacting their Nuveen Advisor Consultant at 800-221-9271.
AN EXTENSIVE LIBRARY OF WRITTEN RESEARCH PAPERS AND OTHER RESOURCE MATERIALS
which are available in the Resource
Library.
