EDGE Private Cohorts™
Customized advisor development experiences designed for firms, organizations, and advisor communities seeking a more aligned, collaborative, and growth-focused environment.
Unlike our Advisor EDGE™ programs, which bring together advisors from across the industry, EDGE Private Cohorts™ are built exclusively for YOUR advisors — creating stronger cultural alignment, deeper implementation, greater trust, and more meaningful collaboration across your organization.
Each cohort is customized around the goals, structure, and growth priorities of the firm or advisor community, combining modern growth strategy, accountability, leadership development, positioning, and advisor evolution in a way that feels relevant, actionable, and engaging.
Private cohorts include:
Monthly strategy and coaching sessions
Advisor collaboration and accountability
Leadership development and strategic guidance
Modern growth and positioning strategies
AI Coaching Concierge™ access
Customized curriculum pathways
Ongoing implementation support
Ideal for:
Leadership & growth initiatives
Growth-focused firms and offices
Next-gen advisor development
Women’s advisor programs
Specialized advisor communities
Enterprise advisor development initiatives
Company-Specific EDGE Private Cohorts™ are available for select firms and organizations.
These cohorts are designed exclusively for advisors within a specific company or enterprise environment — creating stronger alignment, deeper collaboration, greater trust, and a more customized growth experience.
Rather than placing advisors into broad public communities, company-specific cohorts create a more confidential, culture-aligned environment centered around advisor growth, leadership, positioning, accountability, and long-term development.
Additional company-specific cohorts may be added selectively as the Advisor EDGE™ ecosystem continues to expand.
Interested in seeing whether your firm or organization currently has — or may be a fit for — an EDGE Private Cohort™? Contact us below!