COACHING THAT FOCUSES ON YOU.

THAT is Practice Optimization.

Marketing and Client Acquisition. Client Service. Team Roles and Process. Business Planning. Our tactical hands on services meet the needs of all types and sizes of advisors - and deliver lasting changes with measurable growth.

PLAN AND POSITION

Business Meeting

Differentiation and your unique story
Business and Marketing Plan development
Goals and Action Plans

EXECUTE AND ENGAGE

Business Meeting

Qualified Introductions
Client Events and Appreciation
The WOW Factor
Networking
Marketing to clients, prospects and Centers of Influence
DRIPing and creating urgency

ORGANIZE AND OPTIMIZE

Brainstorming

Service Models and Segmentation
Tracking
Onboarding
Team Development, Roles and Responsibilities
Process development

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