Elevate Your Business: AB’s Practice Management Solutions

Take your financial advisory practice to the next level with AB’s practice management tools and training. Using the AllianceBernstein Digital CoachSM and tapping into the expertise of AB’s team of Certified Practice Management ConsultantsSM, you can adapt your business for success in a highly competitive landscape.

A Holistic Approach to Adapting Your Practice

In a recent study of financial advisors, more than 90% said that they consider practice management programs to be important*. It’s not easy to stay on the leading edge in today’s financial advisory market. The competition is intensifying, and low-cost digital advice threatens to disintermediate traditional financial advisors. In order to not only survive but thrive, financial advisors must reassess and reinvigorate their business strategies. Adapt your practice using AllianceBernstein’s proprietary suite of solutions.


Assess Your Business

Identify your top business needs with the AllianceBernstein Digital Coach.


Prioritize Goals

Determine the most productive changes to make in your practice.


Target Opportunities

Create an action plan with help from AllianceBernstein’s Certified Practice Management Consultants.

*Q12021 survey of financial advisors by WealthManagement.com and FUSE Research Network

The AllianceBernstein Digital Coach

Is it worth 10 minutes of your time to reinvigorate your business? With our interactive practice management tool, you can quickly identify and prioritize your top business needs. Leveraging insights from behavioral finance and the AllianceBernstein Advisor Institute’s practice-management experts, the Digital Coach can help you chart a course to tackle your biggest challenges and capitalize on growth opportunities. See how it works.

Certified Practice Management Consultants

AB’s practice management support doesn’t stop with an assessment. Once you identify your top priorities, our team of Certified Practice Management Consultants (CPMC) can guide you, one-on-one, through a personalized learning program.

We developed the CPMC accreditation in close collaboration with Vanderbilt University’s Owen Graduate School of Management to serve as a complement to the Digital Coach. To be certified, AB professionals complete a training module and assessment focused on team problem solving, building and managing effective teams, communicating clearly and dealing with uncertainty.

Leveraging this comprehensive training, AB’s consultants can help you evaluate results from the Digital Coach session, producing a personalized, actionable plan to achieve your business goals.

AB team members that obtain the CPMC designation are uniquely equipped to coach clients. Designees complete an extensive course, pass a three-part exam, and then complete a two-day capstone training designed by Vanderbilt University. Advisors can be assured that they are receiving expert practice management guidance when working with AB.”

– Ken Haman, Managing Director - AB Advisor Institute

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