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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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