Operations Coaching Plus

Hands on support implementing practice operations improvements

Enjoy everything in our Operations Coaching package PLUS additional coaching through the implementation of operational changes. Our team of practice management experts empower you and your team with the proven processes, best practices, and frameworks essential to building a world class financial advisory practice. With streamlined processes, clear team roles, clear communication, and strong accountability your team will not only deliver a premium client experience to every client - you'll also be able to scale efficiently and profitably.

Operations Focus

Coaching covers these key areas:

Defining the client experience
Process & workflows
Team roles & responsibilities
Capacity management
Meetings & communication
Accountability
Scaling for growth

1:1 Sessions

Scheduled 1 hour bi-weekly coaching sessions with owner and/or operations leader.

Purpose: Practice Management Strategy

Post-Meeting: Coach will provide a meeting summary along with list of action items following each session.

Also includes access to on-demand coaching sessions as needed to address critical issues.

Team Coaching

Scheduled 1 hour bi-weekly coaching sessions with the entire practice team:

Purpose – To ensure process implementation and accountability

Session Recap – Coach provides a meeting summary and list of actionable items following each coaching session.

Benchmark

Your practice receives our award winning standard valuation immediately upon starting with us. The valuation report includes:

Your fair market value
Analysis of your practice metrics
The key drivers of value
Peer benchmarks
MaxVal Predictor
Expert recommendations to grow practice equity

You also receive a 45-minute consultation with a valuation expert to discuss your results.

A new valuation will be conducted annually with any ongoing operations coaching service.

Implementation

Additional coaching support with your operations team to ensure all operational changes are fully implemented. This includes:

A weekly 1-hour long recap meeting of implementation progress.
1:1 implementation meetings as needed with specific operations staff
Written summary and action items provided after each coaching session

"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

"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

"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

"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

"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