Rich Rewards Consulting
Services
952-974-8283
Print Version
 
We specialize in customized practice management consulting.
 
Our approach involves four steps:
 
1.
Assessment/Analysis
2.
Strategies
3.
Recommendations
4.
Implementation/Follow-up
 

Our 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!
 
©2002-2011 Rich Rewards Consulting. All Rights Reserved.