The Brinker Capital Practice Management Institute will be led by H. Edward Cohen, Managing Director at Brinker Capital.
The Institute’s first tool is an FPA Practice Management Scorecard, a peer-reviewed assessment of the strength of financial advisers’ practices compared to similar peers, according to a release from Brinker Capital. It was launched this month with the Financial Planning Association, Fidelity Investments, and McLagan Partners.
Brinker will also offer Client Opinions, a program enabling advisers to solicit and analyze client feedback. Beyond this, Brinker Capital will offer courses and workshops to help teach advisers how to more effectively manage their practices.
“We’ve long held the belief that our commitment to advisers extends way beyond providing investment management expertise to helping them build their practices, their knowledge, and their resources,’ said Chuck Widger, Chairman and CEO of Brinker Capital, in the release. “Under Eddie’s stewardship, our Practice Management Institute will help us realize this goal. We’ve designed program elements that will specifically enable advisers to better serve their clients, while planning for their own business’ success.’
Cohen has been with Brinker Capital for more than eight years, responsible for key relationships with broker/dealers and management of joint marketing efforts with portfolio managers. Previously, he was a national investment sales manager for Lincoln Financial Advisers and CIGNA Financial Advisers. Prior to that, he was a financial planner in CIGNA’s Houston office and an instructor at Rice University’s School of Continuing Studies.
See the latest Brinker Barometer coverage at Advisers Say Many Clients Need More Time Before Retiring.