Russell Investments Advisory Services

Together, we can help take your business to the next level

At Russell Investments, we’re passionate about helping you build the business you want whether that means building more efficient processes, improving your client relationships, or simply freeing up more of your time. That’s why we’ve developed a range of training options to help you best serve your clients. Whether you’re ready for an intensive training program or just looking for some light-touch consultancy, we’re here for you. You’ll find that partnering with Russell Investments can bring you much more than access to a leading range of funds and products.

High Speed Strategic Planning (HSSP)

HSSP is a tailored business coaching program that is designed to help advisors build successful and profitable businesses.

The program lasts for 12 months, combining quarterly face-to-face business seminars and monthly telephone coaching sessions to provide you with the guidance, knowledge and tools to help you take action and transform your business.

We want to work with advisors who:

  • Have an extraordinary desire to improve their business—HSSP is a rigorous program requiring focused time and energy.
  • Are prepared to take action—willing to reprioritize their time to meet program commitments (planning sessions and monthly coaching call deliverables).
  • Have existing relationships with at least 15 clients, each of whom generate $5,000 or more in annual recurring revenue.

Russell Investments Disciplined Investing Program (RDIP)

The Russell Investments Disciplined Investing Program is designed to help you stay competitive by providing you with the ability to describe with conviction how you run your investment management process. By having a defined investment philosophy and discipline, your business will run more efficiently.

We want to work with advisors who:

  • Have a minimum of 5 years in the business with a focus on managed money
  • Have an advisory book that has demonstrated growth
  • Are intent on moving to a fee based model
  • Are interested in improving and growing their business
  • Have realistic expectations around timeline of completing the full program, including follow up work
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