GENWORTH FINANCIAL WEALTH MANAGEMENT ACQUIRES QUANTUVIS CONSULTING

Our practice management programs were named the leading value-added service in a survey of nearly 2000 independent financial advisors.  Despite that hard won recognition, our commitment to helping you build a great business demands that we continue to seek ways to bring you more.

That drive to remain on the leading edge of practice management was behind our recent acquisition of Quantuvis Consulting.  Quantuvis provides practice management and marketing consulting for some of the largest Financial Advisors, Custodians and Broker/Dealers in the industry.

Quantuvis has built a reputation as a firm willing to roll up its sleeves and work alongside the advisors it serves.  They tailor their level of engagement based on the advisor’s individual needs and goals, offering everything from a complete audit of all business practices to detailed implementation for specific projects.

According to Stephanie Bogan, Founder and Principal, Quantuvis Consulting, joining forces with Genworth Financial Wealth Management provides the resources to develop new ways to make their best practices expertise available to a wider audience of Financial Advisors.

Stephanie stated that her staff is looking forward to fully absorbing Genworth Financial Wealth Management’s extensive best practices experience.  "We believe that the leader in practice management for Financial Advisors has acquired the leader in practice management consulting," said Stephanie.

Integrating Quantuvis

Integrating Quantuvis into our platform adds key expertise and further solidifies our ability to provide you cutting edge capabilities in practice management for your businesses.  Together, Genworth Financial Wealth Management and Quantuvis will be able to build solutions and services to meet the demands of a rapidly evolving advisory landscape.

To begin, Quantuvis will contribute Practice Management articles for Advisor Insights starting with our next issue.  Over the next months, insights and strategies from Quantuvis will also be incorporated into the Mastery and Premier Consultant programs.  Finally, we are partnering with Quantuvis to develop new, innovative ways to leverage their best practice expertise on an ongoing basis.

You will learn more about how Quantuvis will enhance our best practices programs over the next several months through articles in Advisor Insights, as well as webinars, presentations and articles available through our secure website.  In addition, Stephanie Bogan will meet our Gold Premier Consultants at the Gold Forum this month in San Francisco.