REBUILD WALL STREET
SCALING THE IDEAL WEALTH MANAGEMENT COMPANY
Archetype launched with a vision for scale. Leading firms in the wealth management industry share fundamental
similarities in terms of operation, structure, and offering for both clients and industry professionals. As a
result, we began to reimagine
what the ideal model would look like — without any of the baggage, restrictive environments, lack of
collaboration and support holding us back. We dreamed of unique company that stands apart.
And we’re not the only ones.
We’ve found that countless industry professionals have had similar imaginings. Perhaps you’re one of them. And
instead of continuing to dream about what it might look like, we decided to build it.
|Current||Rebuilt||So We Can …|
|Represent Bank||Represent Client||Lead with Integrity|
|Silo Practice||Full Collaboration||Scale & Grow|
|Asset Scorecard||Relational Scorecard||Be Fulfilled|
|Shallow Relationships||Deep Relationships||Share Purpose|
|Limited Training||Equipped for Success||Maximize Potential|
|Erratic Process||Consistent Process||Increase Capacity|
|No Culture||Amazing Culture||Have Fun|
|Stick to Numbers||Narrative Matters||Impact Lives|
Interested in rebuilding Wall Street? Let’s have a conversation.