The CONNECTED Advisor Practice Management Systems center on finding the one-degree of change
in a practice that takes it from good to extraordinary. The key to success is focusing on
top clients and committing the majority of your time and resources to their needs. This
success starts with a focused business/life plan as the foundation (your map) and adds
key practice management strategies including:
• Branding a practice with “Platinum” service levels
• Deepening relationships with your best clients
• Automating top client referrals to their families and friends
A Focused Approach
The CONNECTED Advisor: 8-Steps to Building Your Extraordinary Practice takes a focused
approach to your business. The 8-Steps can be combined for full day sessions or individual
one-hour workshops. Each step is complete with its own workbook and action steps.
Advisors leave a session with the templates, “How To Do It” action steps and
success stories to start implementing practice management changes immediately.
We offer a three-step approach for firms and advisors:
• Practice Management Assessment Tool - evaluates the needs around the 8-steps.
• Execution – training through workshops, keynote speeches, CDs and workbooks.
• Continuous Reinforcement - The CONNECTION newsletter and webcasts
share continuous advisor success stories.
Our “How To Do It” action steps and tools bring results. The participants build out their plan before they leave the workshop to streamline processes, increase profitability, and lock-in relationships with top clients.