FS Thrive partners overview page

FS Thrive partners overview page

Value-add partners

We partner with leading subject-matter experts on a variety of programs to help you thrive at home, work and in your community.

Optimize talent using the Predictive Index (PI)

FS Thrive at work: 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

FS Thrive at work: 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

FS Thrive at work: 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

FS Thrive at home: Health + fitness

Exos is a leading human performance company. If Exos athletes were a country, they would have placed eighth in medal count at the 2016 Summer Olympics in Rio de Janeiro. Not limited to the needs of world-renowned athletes, Exos extends its knowledge and expertise to people of all walks of life, including over 25% of all Fortune 100 companies. FS has partnered with Exos to deliver educational content on how to achieve sustainable high performance access across four key pillars: Movement, 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.

Featured speakers

Allison Parc

President of Brenne Whisky


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