Operations Coaching

Deliver a consistent, premium client experience

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

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

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).

Weekly Recap Meeting

Structure: 1 hour, weekly (until fully implemented)
For: Team
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).