Case Study: Premier Wealth Management boosts advisor competency and cuts meeting time with Allego

Using Technology to Transform Learning at Premier Wealth Management Firms

Premier Wealth Management was struggling to keep advisors and managers current amid volatile markets, new regulations and complex portfolio-construction tools. Long, hour‑long audio calls and siloed expertise meant critical knowledge was lost or unused. To address this, the firm adopted Allego’s mobile‑first video sales learning platform, using short videos, topic channels and automated study tools to deliver bite‑sized, on‑demand content.

Using Allego, Premier Wealth Management implemented three‑minute expert recaps, themed video channels and Allego Flash Drills/video flashcards with automated reminders and mastery reporting. The change cut or eliminated many meetings, increased advisors’ baseline competencies and confidence, and let managers extend their reach across the field; one report even showed reps watching the same video five times and returning to it later for further review. Allego also gave trainers visibility into specific knowledge gaps so interventions could be tightly targeted.

Premier Wealth Management