Wealthspire Advisors LLC (“Wealthspire Advisors”), a top-ranked¹ independent registered investment adviser and NFP company, is proud to announce the official launch of its “Find Your People” initiative—a firmwide professional development program designed to help advisors cultivate authentic client relationships, define their personal brand, and accelerate business growth.

At its core, Find Your People is a strategic growth initiative that supports early-career and experienced advisors alike in building thriving, client-centered practices. By aligning personal values with purposeful business strategies, the program empowers advisors to clarify their voice, identify their ideal clients, and deliver standout client experiences in a competitive market.

“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.”

The program includes a robust curriculum of workshops, mentorship, and training across several core areas:

• Next-Gen Advisor Branding: Laying the foundation for standout personal brands through social media, content strategy, and ideal client discovery.
• Client Referral Workshops: Equipping advisors with strategies to expand networks and generate authentic referrals.
• Center of Influence (COI) Training: Fostering long-term professional partnerships through strategic value exchange.
• Executive Leadership Development: Helping senior advisors build their legacy while mentoring junior talent.
• Advisor Media and AI Training: Enhancing media presence and style, and educating on the use of modern tools like AI in client engagement.

With dedicated accountability measures, regional leader oversight, and structured milestones, the program is built to ensure meaningful advisor progress and engagement across Wealthspire’s national network. Key goals of the program include:

• Higher advisor retention and reduced early-career burnout
• Improved client acquisition and referral pipelines
• Enhanced client experiences rooted in emotional intelligence and trust
• Stronger brand alignment across multi-advisor teams
• A modern, inclusive approach to firm growth and advisor development

“As the wealth management industry continues to evolve, Find Your People represents Wealthspire’s commitment to innovation, career progression, and long-term advisor success,” said Michele Walthert. “Our goal is to ensure every advisor has the opportunity to grow a practice rooted in purpose and impact.”

To learn more about Wealthspire Advisors and the Find Your People initiative, visit www.wealthspire.com.

Wealthspire Advisors LLC and its subsidiaries are separately registered investment advisers and subsidiary companies of NFP, an Aon company. © 2025 Wealthspire Advisors

1 Barron’s Magazine – Top 100 RIA Firms – 2024 – Published in September 2024, based on data as of June 30, 2024. Forbes – America’s Top RIA Firms – 2024 – Ranking published October 2024, based on values as of March 31, 2024. Financial Advisor Magazine – Top Registered Investment Advisors – 2025 – Published July 11, 2025, based on data from December 2023-December 2024. For a full list of awards disclosures, please visit our website at https://www.wealthspire.com/privacy-policy/awards-disclosures/.

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