A successful practice starts with a focused business/life plan and then adds branding statements, defined service levels, client retention strategies, communications plan, and a client referral system. 

Implementing the Systems
The CONNECTED Advisor Practice Management Systems are a series of topics delivered virtually, in-person or through on-line webinars. Each topic has a 4-Step process, the “How To Do It” action steps, tools and templates. The 8-Steps are outlined below and each one can be a stand-alone workshop or combined in a series with tips and success stories.  

The CONNECTED Advisor: 8-Steps to Building Your Extraordinary Practice
Step 1: PRODUCTIVE AND PROFITABLE: A 5-YEAR LIFE/ BUSINESS PLAN
Step 2: WHY YOU? BRAND YOUR PRACTICE AND JUSTIFY YOUR FEES
Step 3: DELIVER “PLATINUM" SERVICES TO TOP CLIENTS
Step 4: COMMUNICATION PLANS THAT LOCK-IN TOP CLIENTS
Step 5: DEEPEN RELATIONSHIPS WITH ADVISORY BOARDS
Step 6: DELIVER HIGH IMPACT CLIENT EVENTS

Step 7: UNCOVER REFFERALS WITH CLIENT REVIEWS
Step 8: ACQUIRE TOP CLIENTS’ BUSINESS ASSOCIATES, FAMILY AND FRIENDS

The Result
Increased Profitability – This program helps finacial advisors leverage technology to grow their practice through a focused, repeatable process. The system provides a competitive edge by looking at gaps in their practice, locking-in top clients, gaining referrals, and increasing assets under management.

Streamlined Processes – It is a turnkey program with a series of workshops that build each month for easy implementation. 

Increased Productivity – The workshops help advisors focus on the top 20% of their clients generating about 80% of the revenue and to commit the majority of resources and time to meet thier goals.