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Not sure where to begin?Practice Optimization
Virtual Practice Management
To win in today’s changing economy, it is critical that firms support their advisors by providing the tools and resources they need to succeed. Advisors often need additional skills, strategies and tactics to address common business challenges and drive practice performance. Providing the tactics, tools, and resources to help advisors succeed has become an important priority for both small and large firms. However, many firms are challenged to provide these solutions with their current resources.
Virtual Practice Management is an outsourced practice management solution, providing the power of an experienced practice management team without having to employ a full time staff.
Our VPM solutions offer multiple options in various mediums based around core practice management components:
Focus Partners has presented topical and timely content for keynote addresses, workshops, breakout sessions, education days, study groups and best practice events. Let our team partner with your team to create a customized practice management engagement or to support your existing program.
Topics May Include: