Results
Named at firm level where we can. Detailed numbers stay anonymous unless a client agrees otherwise.
Recent engagements
Morgan Stanley
A practice program for advisory leaders
AI scenarios at three levels of difficulty, a scorecard written from the firm's own best people, and weekly coaching. The program has since been extended.
Wells Fargo
Coaching data for field leaders
Practice for the leaders who recruit and transition advisors, cleared through the bank's risk review. Each person gets a Performance Intelligence Blueprint™, and leadership gets a regular readout on who's ready.
RIA within Osaic
A growing firm with no operator
A 40-person RIA had outgrown its founder's bandwidth. BlueEye built the sales operating system, then ran it as the fractional operator so the founder could get back to his clients.
A large U.S. bank
An AI-forward learning program
A learning program built around AI practice instead of bolted onto it. BlueEye built the curriculum and scoring standard, then coordinated senior leadership through rollout across business lines.
Mike Levine at Merrill Lynch and Bank of America
Advisor development at national scale
Came up through the Financial Solutions Advisor program, became Vice Chair of its Advisory Council, and helped scale it nationally to more than 10,000 advisors. Co-designed and launched the MFSA program, which extended training deeper into the advisor career.
A startup market to a top performer
Selected to build out the Florida Gulf Coast market and took it from a startup territory to one of the firm's top-performing markets, recruiting Forbes and Barron's-ranked advisors along the way.
The Academy
Led new-hire training for The Academy, Bank of America's career training program, which won ATD's 2021 Excellence in Practice Award and the 2023 Grand Stevie Award for Organization of the Year.
Training through COVID
Moved all advisor training to a virtual model in about six weeks, with overlapping cohorts of 50 to 100 starting every four weeks. Leaders couldn't be in enough sessions to give everyone feedback, which is the problem AI practice now solves.
Start with a conversation
Thirty minutes. If someone referred you, tell us who.