Wealthspire Reveals Professional Dev Initiative

Wealthspire Advisors LLC has launched its “Find Your People” initiative—a firmwide professional development program designed to help advisors cultivate client relationships and define their personal brand.

According to an announcement from Wealthspire, “Find Your People” is a “strategic growth initiative that supports early-career and experienced advisors alike in building thriving, client-centered practices.”

The program includes workshops, mentorship, and training across branding style, client referrals, executive leadership development, and advisor media and AI training.

“We believe the future of financial advice lies in authentic relationships and personalized service,” said Michele Walthert, managing director and head of Advisor Success at Wealthspire. “Find Your People is about giving our advisors the tools and confidence to lead with who they are and to build meaningful, lasting connections with the clients they serve best.”