Expertise and insights

Achieve greater productivity, efficiency … and profitability

Benefit from wealth management expertise, insights and best practices to help grow your business – the way you want it to grow.

Advisor development programs

We offer workshops and webinars as well as in-depth coaching programs to help advisors expand their businesses.

Proprietary research

You have access to RBC’s timely, independent fundamental research from more than 70 senior analysts covering more than 1,000 companies in select industry segments.

Third-party research

You may also access research from some of the industry’s most respected research and product organization covering a comprehensive range of topics.

Sales ideas & marketing

  • Financial advisor resume – custom one-page summary of skills, experience and value proposition
  • Broadridge Advisor Solutions – complimentary access to more than 3,000 resources you can fully brand for clients
  • Marketing Minute – periodic marketing ideas and campaigns
  • Newsletters – quarterly educational topics that can be customized
  • Fact sheets – informative, objective and concise treatment of key concepts
  • Product brochures – may be ordered with firm name and contact information


Attend our events to connect with industry leaders, learn more about best-in-class resources available at RBC, gain actionable ideas for your business and network with your peers.