AB's Digital Coach®

Elevate your business with AB's practice management tool

Reinvigorate Your Business in 10 Minutes

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.

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 solutions.

Take the assessment

You complete a 10-minute assessment to identify your top business needs.

Identify my highest priority opportunities

Set your priorities

Our diagnostic tool analyzes your responses and provides a set of recommendations

Target your biggest opportunities

Learn how to address your top priorities with customized online video courses from AB practice management expert, Ken Haman.

*Based on a 1Q:2021 survey of financial advisors by WealthManagement.com and FUSE Research Network

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