The Practice Optimization Program

The Practice Optimization Program was developed for Financial Advisors, working hand-in-hand with some of the industries TOP Advisors, who had the desire and commitment to grow, scale and/or sell their business.

Program Objectives:

• Increase practice revenues and growth

• Increase practice profitability

• Increase operational efficiency

• Increase staff teamwork and motivation

• Improve quality of life in and out of your practice

• Build a referral based business

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.

• The development of your Personal Strategic Plan which integrate Life Planning & Business Planning.

• Business Assessment Process - a integrated Discovery Process for identifying any GAPS

• A Team Assessment which includes individual assessments, interviews and collaboration and team reports.

• An organized and detailed implementation plan which includes the strategy and tactics!

• A Personal Development program© for team members

  Optional Services include:

  • Levelbreaker Coaching© in either a team and/or one-on-one format

  • Job modeling for selecting and/or promoting the best candidate or team member.

  • Retained Priority Search and Candidate Assessment

Download a POP brochure pop-brochure.pdf