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Get Clarity & Focus

With Our In-Depth Practice Assessment

Our In-Depth Practice Assessment (IDPA) analyzes how your practice is performing against benchmarks in six key areas of practice management. With it we identify and prioritize critical issues to solve in your practice, as well as opportunities to grow. The result is a clear roadmap for you and your team to follow to achieve your goals.

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“We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. AL is truly a full service company and we know that they can help us with all aspects of practice management and growth opportunities.”

-Terri Fischer

Select an option below:
  • What You Get
  • Who It's For
  • How It Works

Two Detailed Reports

The In-Depth Practice Assessment (IDPA) includes two detailed reports and two coaching/consultation sessions.

The Deliverables:

  • Practice Valuation: Our award-winning practice valuation conducted by seasoned M&A experts. Includes a 45-Minute coaching session with Valuation Coach to discuss your results and what you can do to drive practice value.

  • Practice Assessment: Comprehensive report of your practice results against benchmarks in the six key areas of practice development, prioritized recommendations to address issues, and a consultation with a coach to discuss your results and action plan. 

IDPA Deliverables

Who It's For

This assessment is ideal for advisors who:

  • Have hit a plateau or are otherwise "stuck"

  • Want to see how their practice matches up against industry benchmarks

  • Want to "get to the next level" but don't know how

  • Are ready to scale or move upstream

  • Or who value excellence and want to build a high quality practice worthy of their legacy

 

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How It Works

Our process keeps things simple and efficient:

  1. Discovery Call – We get to know about you, your practice, your goals, and what problems or concerns you have.

  2. Data Collection – We work with you and your team to collect essential data and complete the assessment questionnaire.

  3. Key Interviews – We dive deeper with phone interviews with key staff members.

  4. Delivery of Results– We meet with you and your executive team to deliver the results, discuss recommendations, and identify next steps.

We remain in close communication throughout the process, and ensure that you and your team see meaningful outcomes from the process.

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Ready To Learn More?

Book a call with one of our team members. They can walk your through our process, the deliverables, and pricing.

Book A Call

Six Key Areas of Practice Management

The balanced scorecard for a financial advisory practice.

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Vision and Foundation

Articulate your business objectives and goals allowing you to lead, communicate and develop an effective team that will support growth and success for your practice in the image of your mission, vision and values.

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Team Management

Clear definition of roles and expectations for every team member and systems to develop staff through delegation, training, and coaching.  This includes structured management, communication, accountability and performance reviews with the team.

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Client Experience

Ensure there is a repeatable, effective and efficient system in place to provide the highest quality start-to-finish experience for every client from their first contact with your practice through regular service and follow up.

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Marketing & Acquisition

Design, implement and use a structured marketing plan focused on replicating your ideal client and growing your practice.  Developing strategic partnerships with Centers of Influence and securing practice acquisition opportunities.

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Business Management

Systematic, transparent tracking and accountability for all aspects of your practice operations. Consistent management of tasks, employee performance, licensing, expenses and business metrics.

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Continuity & Legacy

Ensure protection for your business, family and legacy in the event of catastrophe, transition, practice sale or retirement. Manage practice equity and plan for your succession. 

What Our Clients Are Saying

Larson

"Advisor Legacy analyzed our client base, our investment practice and our individual strengths and weaknesses and provided a disciplined methodology for client management. Their tracking tools have led to consistent growth in both our client base and assets under management."

Marjorie Larson, CFP®
Certified Consulting Services, RIA

Huggins

"Advisor Legacy has done for us what we do for our clients every day. We believe that balanced planning leads to balanced living, and we focus our company’s efforts on helping our clients in this way. Now that we are working with Advisor Legacy, my team and I can enjoy a better quality of life too."

Andy Huggins, CFP®
Private Wealth Advisor

Brian Britt

"I don’t know where I’d be without Advisor Legacy. They’ve been a part of pivotal moments in my practice. I’m also more productive, more efficient, and not running myself ragged. They’ve just been vital to the success of my practice."

Brian Britt CFP®
Private Wealth Advisor

Craig Donowho

"It has been comforting and empowering working with Advisor Legacy. They don’t just step in with solutions first. They lead, teach, coach and encourage us to solve the problems ourselves."

Craig Donowho CFP®
Private Wealth Advisor

Terri Fischer

"We had an IDPA done for our practice and followed it up with ongoing practice management coaching. Advisor Legacy provided us with a detailed report and an action plan for making improvements. Advisor Legacy is truly a full-service company, and we know that they can help us with all aspects of practice management and growth opportunities."

Terri Fischer
Office Manager

Our Promise To You

We will provide you with what you need when you need it. No over-sized packages, long-term commitments, or services you don’t want.

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Have Questions?

Book a call with one of our team members. They can walk you through our process and the components of each service.

Book A Call
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Helping advisors build, live, and leave a legacy