Brinker Capital, an investment management firm, has launched an initiative focused on providing practice management advice to financial professionals.
The Brinker Capital Practice Management Institute will be led by H. Edward Cohen, managing director at Brinker Capital.
“We’ve long held the belief that our commitment to advisors extends way beyond providing investment management expertise to helping them build their practices, their knowledge and their resources. Under Eddie’s stewardship, our Practice Management Institute will help us realise this goal. We’ve designed program elements that will specifically enable advisors to better serve their clients, while planning for their own business’ success,” says Chuck Widger, chairman and CEO, Brinker Capital.
The Institute’s first tool is an FPA Practice Management Scorecard, a peer-reviewed assessment of the strength of financial advisors’ practices compared to similar peers. It was launched this month with the Financial Planning Association, Fidelity Investments, and McLagan Partners.
Brinker will also offer “Client Opinions,” a programme which enables advisors to solicit and analyse client feedback. Beyond this, Brinker Capital will offer courses and workshops to help teach advisors how to more effectively manage their practices.
“I look forward to being able to provide value-added support to Brinker’s advisors and their clients through this new initiative. Helping our clients grow their business has been essential to our goals of providing the highest quality services to advisors,” says Cohen.
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 Advisors and CIGNA Financial Advisors.
Prior to that, he was a financial planner in CIGNA’s Houston office and an instructor at Rice University’s School of Continuing Studies. Cohen is a member of the Financial Planning Association and the LIMRA Broker/Dealer Services Committee. He holds FINRA (formerly NASD) series 7, 24, 63 and 65 licenses and is a CFP certificant. He graduated with honours from the University of Tennessee.