Grow and build your practice
In partnership with Team Edge Consulting, we offer tools and resources to help your practice and your team drive growth, develop efficiencies, and deliver a world-class client experience.
Videos and replays
Individual consulting session
- Virtual 1:1 coaching sessions to focus on and optimize specific elements of your practice or your team
- Additional accountability discussions are available to help you achieve your priorities
Workshops or presentations
- A full suite of presentations, ranging from Best Practices to deep dives into specific elements of a highly productive Wealth Advisory practice
- While all programs are customizable, we also offer a “Meeting in a Box” where DWS takes care of all logistics, including selecting a venue, setting up the meeting, developing the invitations, providing registration links, and providing the speaker & content
Best practice series
Ideas and guidelines to become more efficient and impactful when working with clients.About John Cianciulli, President, Team Edge Consulting
Author of the book, The Team Edge, John Cianciulli has over 25 years of industry experience including roles as a financial advisor, branch manager and Director of Team Development at Morgan Stanley and predecessor firms.
As President of Team Edge Consulting, John provides keynote presentation and leads dynamic and impactful workshops on key element of successful financial advisory teams and practices. He has personally coached many of the industry’s top-producing advisors and teams, including advisors in Barron’s Top 100.
John has spoken at many industry conferences, including Barron’s Top Advisors Summit and Barron’s Top Advisory Team Summit.
DWS is not affiliated with Team Edge Consulting
