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Important security note: Warning of attempted fraud in the name of DWS

We have detected that fraudulent individuals are misusing the "DWS" trademark and the names of DWS employees on the internet and social media. These fraudsters are operating fake websites, Facebook pages, and WhatsApp groups. Please be aware that DWS does not have any Facebook Ambassador profiles or WhatsApp chats. If you receive any unexpected calls, messages, or emails claiming to be from DWS, exercise caution and do not make any payments or disclose personal information. We encourage you to report any suspicious activity to info@dws.com, including any relevant documents and the original fraudulent email. Additionally, if you believe you have been a victim of fraud, please notify your local authorities and take steps to protect yourself.

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

John Cianciulli

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