What We Offer: Practice Management




Access the highest-quality expertise and tools to increase the efficiency and effectiveness of your practice.

Practice Management Support from the People Who Pioneered It

Going the Distance
Your in-house consulting and coaching team

Let us help you address big-picture challenges—like the migration from running a practice to managing a business, or how to think less like a salesperson and more like a CEO. Our leadership and management tools can help you:

  • Identify your firm’s values and reinforce them through every interaction with clients and prospects
  • Identify your own leadership style and learn how to adapt it to further your firm’s and your clients’ goals
  • Follow best practices that can help you reinforce structure and accountability

And if you’re an advisor in the early stages of your career, you can take advantage of our Mentor Program, designed to help you learn the techniques that have enabled highly successful advisors to build their client base.

Power in Practice: For advisors who aim higher

For advisors who want to push themselves even more, we’ve developed the Power in Practice program—an extra step you can take to ensure that you have the infrastructure, guidance, tactical steps, and built-in accountability and personal coaching you need to define your business plan and enhance your competitive edge. Further empower yourself and build on your skills through peer workshops, best practices webinars, and access to tools and templates to help you stay focused after the program is complete.

Human resources

Access on-site and online training for you and your staff. Discover proven methods for screening candidates, hiring top talent, and motivating superior staff performance. Receive guidance on compensation and benefits, industry trends, potential pitfalls, and proven approaches. And use our performance management tools to help you get the most out of each staff member.

Four-Corner Marketing
Building your brand and business

Take advantage of WealthMAP®, our online resource that allows you to create customized marketing materials that simplify complex financial planning topics and help explain to prospective and current clients who you are and how you work.

And our Four-Corner Marketing online tool provides easy access to hundreds of marketing templates, tools, and strategies to help you build your brand in an increasingly competitive marketplace.

Topics include:

  • Client communications
  • Building your brand
  • Prospect marketing
  • Strategic alliances
Operations and client service

Create efficiencies and more effective client interactions through:

  • Consultations on process improvements, such as designing streamlined, repeatable processes and documenting standard procedures
  • Time management guidance
  • Tools to help you manage your client base to maximize profitability and ensure premium service for your top-tier clients
Succession
Succession planning in four easy steps

Protect your business and your legacy with our complimentary, easy-to-execute Full-Circle Succession Planning program.

Our four-step process gives you a manageable way to ensure that your business will continue and your clients will be cared for in accordance with your wishes—and it also provides you with important insight into what your business means to you today. Your practice management consultant is with you every step of the way, helping you to craft the plan that’s right for you and find the successor who matches your criteria.