Scaling your practice brings both opportunity and complexity. It requires building the infrastructure that will carry your business into the future. Our Operations Coaching service equips you with the systems, structure, and best practices needed to deliver a premier client experience while supporting sustainable growth.
Systems & Processes – Implement proven best practices that create a consistent, repeatable client experience, while tailoring improvements to your existing service model.
Roles & Responsibilities – Optimize team performance by clarifying responsibilities, ensuring every task has both an owner and a backup to maximize efficiency and effectiveness.
Training – Provide your team with the tools and resources they need to master enhanced processes, ensuring that improvements remain in place long after our coaching engagement ends.
Operations
Our Operations Coaching service guides practices to solve for pain points such as:
Client outcomes slipping through the cracks
Team members wearing several hats
Lack of core processes
Capacity & scalability challenges
Select an option below:
Coaching Focus
Coaching Meetings
Operations Coaching Plus
Ensures a premium client experience through efficient processes, clear roles, communication, and scalable systems, using tools like meeting frameworks and task planning.
Define Menu of Service: Paint the picture of your most ideal client experience to guide process changes.
Client Segmentation: Review and adjust your segmentation strategy to align with your ideal client experience.
Service Model Frequency: Using changes to your segmentation, create your preferred service model structure for each segment, then incorporate to the CRM.
Workflows/Processes: Build processes that support your ideal client experience and efficient practice operations. These include processes for Scheduling, Client Meeting Preparation, Client Meeting Follow-Up, Financial Planning, and more.
Model Weeks: Using the newly created practice processes, develop model weeks to support adjusted daily tasks and responsibilities.
Capacity Management: Develop capacity thresholds that account for necessary time to complete all activities.
Roles & Responsibilities: Create a master document that includes all the updates roles for the firm, with primary and secondary owners for each.
Scaling: Utilize newly created infrastructure to forecast short, medium, and long-term growth trajectories.
Strategic Practice Management Meeting
Structure: 1 hour, bi-weekly
For: Owner and/or Operations Leader
Purpose: To discuss the high level tactical and strategic operations initiatives for the practice.
Post Meeting: Coach to follow up with a detailed meeting summary, action steps, and any updated procedurals.
Team Meeting
Structure: 1 hour, bi-weekly
For: Team
Purpose: To teach new processes, workflows, and use of technology to team members, either in a group or individual setting.
Post Meeting: Coach to follow up with a detailed meeting summary, action steps, and any updated procedurals.
Best for practices that may not have an Operations Leader to implement each process.
Includes ALL items listed in Operations Coaching, in addition to:
Implementation Meetings
Weekly Recap Meeting
Creation and customization of all procedurals, resources, and documents by the coach.
Training and implementation of all processes to each team member by the coach.
Implementation Meeting
Structure: On demand, ongoing throughout the service
For: Individuals or Team
Purpose: To implement the processes being taught by the coach with the team.
Post Meeting: Coach to follow up with a detailed meeting summary, action steps, and any updated procedurals (as needed).
Purpose: To go over client meeting outcomes and tasks, review upcoming practice calendaring, identify gaps/issues via reports and dashboards, and look at other trackers to maximize efficiency.
Post Meeting: Coach to follow up with a detailed meeting summary and action steps related to operational items (client action items captured during WRM meeting).
What Our Clients Are Saying
"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."
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