8 ways to take your practice to the next level

From relating and listening to your clients to acting like a true business owner, there are key traits that set highly successful financial professionals apart from their peers.

Our FREE whitepaper, “The eight traits and characteristics of successful financial professionals,” can show you what differentiates the industry’s truly elite financial professionals from averages ones.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.