The coordination that worked at $150M starts to leave gaps at $350M. By $500M and up, the work has outgrown the informal systems that built the first wave of growth. This eBook from the Investments & Wealth Institute gives firm leaders a practical framework for building the specialized team that comes next.
What You’ll Learn:
Admin
Team Structures: The three frameworks firms managing $500M and above use to build coordinated, specialized advisory teams.
Role Alignment: How to map the CIMA®, CPWA®, and RMA® certifications to specific roles, so investment management, private wealth strategy, and retirement planning each have a formal owner on your team.
Client Data: What 88% of HNW clients say about advanced certifications, and why fewer than 4 in 10 have ever had their advisor’s credentials explained to them. (Absolute Engagement, 2026)
