Practice
Management

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, support creating a cohesive team, acquiring clients, deepening client relationships, and improving your personal effectiveness.

Key Programs

01

Teaming for Tomorrow

Teaming for Tomorrow

Take your high-performing team’s performance to the next level.

02

Modern Prospecting

Modern Prospecting

Shift your approach to engaging new clients and build a strategic plan for growth.

03

The Art of WOW

The Art of
WOW

Drive deep client loyalty and systematically exceed client expectations.

Tools for you and your business

Knowledge Studio

Experience our most popular programs through on-demand courses.

The Book of WOW

Read inspiring WOW stories from other advisors.
 

Connect with your clients

Access our online library of goals-based educational materials for more productive client conversations.

Our Dedicated Practice Management Consultants

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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?white closing quote mark

Bryan Powell

PCC, CPBA, CPMA
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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.

Meet our specialists

Insights

Beyond HAL 9000: Integrating AI into your advisory practice

What financial advisors should consider before implementing AI in their practices.

Does your team have grit?

How grit and its related competencies can help teams overcome setbacks and achieve their goals.

To create WOW experiences, understand clients’ personality styles

How gaining a better understanding of clients’ uniqueness can help advisors create memorable experiences tailored to their preferences.

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