Practice Optimization

The Practice Optimization Program was developed for Advisors who want to build a high-performance accountable team and practice.

The Practice Optimization program includes:

A review of all current processes and procedures with an open and objective eye to pinpoint areas for opportunity and development.

Personal Strategic Plan.
Business Assessment
Team Member Assessment includes: individual: Behavioral, Values, Motivators, Competency assessments and team reports.
An organized and detailed implementation plan.
Optional Services:
- Levelbreaker Coaching© for on-boarding and implementation support
- Job modeling for selecting and/or promoting the right team members.
- Individual and Team Development
- Candidate Assessment

For more information give us a call at (434) 434-0682 or Download a POP brochure