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  • YOUR GOALS

    Each practice is unique, and what is important to each advisor is different. We are here to serve YOU and work towards YOUR goals. We promise to always listen to what matters most to you.

    SUSTAINABLE 

    SYSTEMS

    We promise to focus on creating sustainability within your practice – which means creating systems that you can maintain, scale, and grow. We will always focus on doing the right things for your clients with the confidence that good systems will bring more clients and more business.

    MEASURED 

    SUCCESS

    We are confident in our ability to help you, and we want you to hold us accountable to that promise. For some advisors that means measuring business growth, for others it means measuring spare time and work-life balance, and for others it means measuring the ratio of time spent working on versus in the business. Whatever your goal – we want you to measure our ability to help you achieve it!

    TRUSTED 

    ADVICE

    At the core of our service is a trusted relationship. We promise to be behind you on the big decisions and the small ones. We will serve as a trusted advisor, accountability partner, and your biggest supporter. We take this responsibility seriously, and we will pursue every opportunity to bring out the best in you, your team, and your practice.

    We have developed the A.I.M. (Assess – Identify – Map) process as a way for advisors to gain clarity about their objectives and seek solutions that will achieve their goals. After completing these steps, you will have clear, measurable expectations for what you wish to achieve from our services.

    Your Practice

    ASSESS

    YOUR PRACTICE

    The first step in seeking improvement is doing an honest assessment of your current situation. We help advisors take a step back and critically review their practices to gain valuable insight and determine the appropriate course of action.

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    Focus Areas

    IDENTIFY

    FOCUS AREAS

    We review your business and evaluate your existing strategies. We assess the effectiveness and efficiency of your practice in six key areas. Your systems and performance are compared to benchmarks of top-performing advisory practices.

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    To Our Services

    MAP

    TO OUR SERVICES

    Once we determine which areas need attention, we map you to both a set of services and a coach who will guide you through the process. Our coaches are there with you every step of the way to ensure you are reaching your fullest potential.

     

    Advisors need to know their current situation before they can make informed decisions about where they need to go next. For this reason, we have developed three distinct types of assessments to help advisors understand their starting place. Our role in the Assess process is to learn more about your business and your goals. We apply a fresh set of eyes on your practice and combine that with our industry expertise. We help you gain valuable insight and clear direction so that you can move forward with informed decisions. Advisors always report feeling a new sense of clarity and focus after completing the assessment phase.


    TYPES OF PRACTICE ASSESSMENTS


    WANT TO KNOW THE FAIR MARKET VALUE OF YOURPRACTICE?

    LEARN MORE 

    ValuationBUSINESS VALUATION

    INTERESTED IN SERVICES, BUT NOT SURE WHERE TOBEGIN?

    LEARN MORE

    Online AssessmentQUICK ONLINE ASSESSMENT

    READY TO DO A DEEP-DIVE INTO YOUR PRACTICE?

    LEARN MORE 

    InDepth AssessmentIN-DEPTH PRACTICE ASSESSMENT

    NEED HELP MANAGING YOUR HUMAN RESOURCES?

    LEARN MORE 

    HR Assessment

    COMPREHENSIVE HUMAN RESOURCES ASSESSMENT

    Every advisory practice has strengths and weaknesses. The problem is that advisors tend to gravitate towards their strengths and neglect other areas that are critical for success. Over time, practices find themselves unable to reach the highest levels of success because they are stuck doing things the way they have always done them.

    We have worked with hundreds of financial advisors, and we know the key activities required to develop a world-class financial advisory practice. While each advisor will execute the key activities a little bit differently, the fundamental elements must be present in order to create a consistent, repeatable, and scalable businesses.

    Over the past decade, as we worked with advisors, we found that many who had built great businesses still neglected another critical strategic area – ensuring that their business could survive without them. As a result, over the past few years we have added an additional key area – “Continuity and Legacy Planning” – to provide the necessary resources to help advisors protect, value, and transition their businesses.

    In the “identify” state of the process, we analyze the areas in which your practice is very strong and identify the areas that need attention. We evaluate these six key areas:


    SIX KEY AREAS OF PRACTICE MANAGEMENT


    • Vision & FoundationVISION & FOUNDATION
    • Team ManagementTEAM MANAGEMENT
    • The Client ExperienceTHE CLIENT EXPERIENCE
    • Marketing & AcquisitionMARKETING & ACQUISITION
    • Business ManagementBUSINESS MANAGEMENT
    • Legacy PlanningLEGACY PLANNING

    We understand that each practice is unique. Advisors have different preferences and personalities – some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.


    AT THE CORE OF EACH SERVICE IS A RELATIONSHIP BUILT ON TRUST


    MEET OUR TEAM

     Key Management Group

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