Practice Management
Featured program
Honoring the legacy
With the impending wave of retirements among wealth advisors, a succession plan that respects the past while preparing for the future is crucial. This program focuses on the importance of honoring the legacy of wealth advisory practices, particularly as the anticipated "Great Wealth Transfer" could shift trillions to a more diverse and underserved investor population. Whether you are preparing for a successful retirement or preparing your practice to acquire another, we'll walk through it to create a plan of action.
Our dedicated Practice Management Consultants
We help advisors answer the question: How do we deliver a client experience that creates an emotional connection with clientele, instead of just a check-the-box exercise?
Bryan Powell PCC, CPBA, CPMA
Programs to elevate your business
Our mission
Our Practice Management Consultants’ mission is to elevate and strengthen your team, one practice at a time. We help you further your success through:
| Education, support creating a cohesive team, acquiring clients, deepening client relationships, and improving your personal effectiveness. |
Insights
Breaking the “busy” cycle: Three steps to mastering time management
Three strategies to help advisors better manage their time so they can focus on high-value activities.
Advisors: Three ways to lead your team like Superman
How advisors can channel the superhero’s defining traits to better support and lead their teams.
Visionary leadership: Three essential skills (and how to strengthen them)
How leaders can hone their leadership competencies to build a more cohesive, focused, and energized team.
Meet our Specialist Consulting Group
With over 20 dedicated specialists and consultants, we strive to help you tackle challenges and implement solutions across key practice areas.