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We specialize in customized practice management consulting.

Our approach involves four steps:

1.
Assessment/Analysis
2.
Strategies
3.
Recommendations
4.
Implementation/Follow-up
 
Our Consulting Services Packages will give your business the power to succeed.

Consulting Service Packages

Price will vary by packages (plus travel expenses as incurred).
 

On-Site Consulting

Comprehensive Practice Analysis

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.
 

Specialized Consultation

Advisors desiring on-site assessment receive “high intensity” consultation which focuses on specific areas of concentration and includes follow-up teleconferences.
 
On-Site Consulting packages begin at a half-day while the most comprehensive service starts at 2 ½ days
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
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
An Implementation Plan will be jointly created at the end of each call and will create the framework for accountability to growth
Participants will have access to an array of tools and resources
 

Telephone Consulting

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.
 
Participants will complete pre-work (if needed for a new service)
Advisor(s) and the consultant will jointly identify a starting point
Call frequency is jointly determined by the advisor(s) and the consultant
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
An Implementation Plan will be jointly created at the end of each call and will create the framework for accountability to growth
Participants will have access to an array of tools and resources
 
 

Our Areas of Concentration

Business planning and client acquisition
Financial planning, client service and general workflows
Staffing, staff management, delegation, roles and responsibilities
  • Communication
Time management and organization
Office policies and procedures
General business management issues and more!
 
 
ResourceFULL coaching for busy professionals