Value-add partners
We partner with leading subject matter experts on a variety of value-add programs designed to enhance your impact as an individual, professional, colleague, and community partner.
Optimize talent using the Predictive Index (PI)
Practice management
The Predictive Index (PI) is a validated personality assessment that measures individual drives, needs, motivations and work styles. FS leans on the PI for employee development, hiring and building teams, enhancing team effectiveness and implementing tailored coaching strategies.
Participants will be given their detailed behavior reports and will engage in a group discussion about their individual and team results.
Help business owners manage their most valuable asset
Practice management
BizEquity is the world’s only patented and largest provider of business valuations, having valued over 33 million private businesses globally. FS has partnered with BizEquity to deliver educational content for financial advisors and RIAs on how to best work with business owner clients.
Attendees of select seminars may receive access to BizEquity’s business valuation events.
Maximize your practice value
Practice management
Truelytics is a leading business intelligence platform for wealth management enterprises focused on practice valuation, business continuity and advisor transitions. FS has partnered with Truelytics to deliver educational content to advisors and Registered Investment Advisors (RIAs) to help them maximize practice value.
Select participants may receive access to the Truelytics benchmarking and data platform to help implement their learnings from the educational seminars.
Achieve sustainable high performance
Health + fitness
EXOS is a leading human performance company. If EXOS athletes were a country, they would placed eighth in medal count at the 2016 Summer Olympics in Rio de Janeiro. Not limited to the of world-renowned athletes, EXOS extends its knowledge and expertise to people of all walks of including over 25% of all Fortune 100 companies. FS has partnered with EXOS to deliver content on how to achieve sustainable high performance access across four key pillars: nutrition, recovery and mindset.
Participants will learn how to identify and remedy the areas in their daily routines that may be the cause of suboptimal performance.
Thought leadership
We offer access to experts and leaders.
FS Thrive offers access to acclaimed business leaders, authors, entrepreneurs, philanthropists and others for keynote speaking engagements. Topics include perseverance, exponential growth, leadership, entrepreneurship, client experience, incorporating analytics, and advocacy.