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.
Two Detailed Reports
The In-Depth Practice Assessment (IDPA) includes two detailed reports and two coaching/consultation sessions.
The Deliverables:
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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.
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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.
Who It's For
This assessment is ideal for advisors who:
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Have hit a plateau or are otherwise "stuck"
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Want to see how their practice matches up against industry benchmarks
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Want to "get to the next level" but don't know how
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Are ready to scale or move upstream
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Or who value excellence and want to build a high quality practice worthy of their legacy
How It Works
Our process keeps things simple and efficient:
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Discovery Call – We get to know about you, your practice, your goals, and what problems or concerns you have.
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Data Collection – We work with you and your team to collect essential data and complete the assessment questionnaire.
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Key Interviews – We dive deeper with phone interviews with key staff members.
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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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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.
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.
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.
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.
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.
