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Practice Optimization
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Practice Optimization Overview

Advisors must find new ways to manage the competing priorities of running a practice. Business planning, marketing, client service and operations are some of the key areas that require creative solutions. As all of these components impact one another, they should be managed together rather than separately.

Since every advisor has different needs, our Practice Optimization Model takes a customized approach that follows a consistent process. This allows us to:

  • Work on those areas of opportunity that are most meaningful to you and your business.
  • Align your strategic vision with day-to-day tactical execution.
  • Provide a comprehensive plan to drive business results by establishing a clear definition of success, and specific steps to get there.

We deliver our Practice Optimization Model through a variety of mediums including personal coaching, group facilitation, and professional education workshops.

Our Approach

More about our approach:

Business Assessment >>

  • Conduct initial practice assessment of book and core processes
  • Identify growth opportunities

Business Planning & Development >>

  • Establish mission, vision and business goals
  • Define marketing strategy & revenue development plan

Client Solutions & Service Delivery >>

  • Establish service offerings & deliverables
  • Define client segmentation & contact strategy

Activity Management >>

  • Develop accountability plans & action quotas
  • Establish results metrics


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