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.
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.
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!
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.
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.
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.
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
Once we understand your goals, we map your needs to one or more of our core services. Each service involves a personal relationship with a coach who will guide you through the process. Our service packages can be implemented individually or in combination with one another to create a comprehensive solution.
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