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Assessment/Analysis |
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Strategies |
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Recommendations |
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Implementation/Follow-up |
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Price will vary by packages (plus travel expenses as incurred). |
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| This “roll up your sleeves” consulting service is designed for advisors seeking an in-depth, on-site analysis of their practice. Every team member will be involved in a dynamic process which includes ongoing teleconference follow-up for up to a one-year period. |
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Advisors desiring on-site assessment receive “high intensity” consultation which focuses on specific areas of concentration and includes follow-up teleconferences. |
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On-Site Consulting packages begin at a half-day while the most comprehensive service starts at 2 ½ days |
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Participants will complete a comprehensive self-assessment from which a starting point will be identified and ongoing direction will be jointly determined by the advisor and the consultant |
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Calls are 60 minutes in duration to maximize advisors’ ability to generate revenue and to ensure that advisors and their teams have time to implement the actions identified |
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An Implementation Plan will be jointly created at the end of each call and will create the framework for accountability to growth |
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Participants will have access to an array of tools and resources |
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Advisors receive “just-in-time” advice and coaching on their specific practice management challenges with this flexible teleconference service. A practice may begin with this option, or it may be utilized as ongoing support after the completion of an On-Site Consulting service. |
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Participants will complete pre-work (if needed for a new service) |
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Advisor(s) and the consultant will jointly identify a starting point |
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Call frequency is jointly determined by the advisor(s) and the consultant |
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Calls are 60 minutes in duration to maximize advisors’ ability to generate revenue and to ensure that advisors and their teams have time to implement the actions identified |
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An Implementation Plan will be jointly created at the end of each call and will create the framework for accountability to growth |
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Participants will have access to an array of tools and resources |
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Business planning and client acquisition |
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Financial planning, client service and general workflows |
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Staffing, staff management, delegation, roles and responsibilities |
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Time management and organization |
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Office policies and procedures |
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General business management issues and more! |
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