Building a better practice: adapt and accelerate

Program overview

Financial professionals who want to accelerate the growth of their business and command their fee must find new ways to add meaningful value, or risk getting left behind.

In this program we tackle these critical conversations to help you thrive with actionable ideas to adapt and accelerate your practice. 

In this program we explore:

• Focusing your practice on value differentiators and client satisfaction drivers
• Optimizing profitability and creating efficiencies
• Leveraging technology to attract your target clientele
• Strategies for successfully communicating your fees to clients
• Using investment models as a client acquisition and retention tool