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, supporting the creation of a cohesive team, acquiring clients, deepening client relationships, and improving your personal effectiveness. |
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.
