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Practice Optimization
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For Advisors

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. Because all of these components impact one another, they should be managed together rather than separately.

Our Practice Optimization Model aligns your strategic vision with day-to-day tactical execution. This model provides 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, peer learning forums, and professional education workshops.

Opportunities We Address >>

There are a variety of ways advisors can seek assistance in developing their practice. A professional practice coach provides an ideal balance of action items and accountability through a high-touch relationship. While many advisors hire a coach to increase revenue, a significant number do so to drive operational efficiencies.

Focus Partners’ Practice Optimization coaching process begins with an in-depth assessment of your practice and a detailed definition of your specific goals. Next, we develop a business plan specifically tailored to your situation.

Over the course of our coaching relationship, we’ll help support the implementation of your practice development
plan by:

- Monitoring progress toward defined practice goals
- Developing specific skills and techniques as necessary
- Analyzing the existing client base for untapped opportunities
- Reviewing your operational strategy and make any adjustments

Key Benefits

  • Increased Practice Knowledge
  • Clearer Direction
  • Better Client Communication
  • Greater empowerment
  • More Profitable Relationships

What’s Included

  • Initial practice assessment which includes specific, actionable recommendations based on identified goals.
  • Monthly 1:1 coaching session with a dedicated practice coach.
  • Access to our suite of tools, templates, systems, and trackers.

Practice Optimization Model >>


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