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Practice Management
helping your business become more efficient

Did you know that wasting just 5 minutes per day could cost you up to $4,000 per year.  30% of wasted time is due to re-work. 

There is an answer...Practice Management.

Practice Management encompasses many areas.  I offer a host of options to suit any size and type of practice.  We can work case-by-case or on an annual retainer where we meet every month to build on skills and become successful.  We can focus on Client Service, Organization/Practice Management, Staff Development and Other Areas.

CLIENT SERVICE

• Establishing a Client Service System/Model
• Creating an efficient system
• Utilizing ACT! Contact Manager in your firm
• Quality of Advice/Quality in your Office
• Extraordinary Client Service/50 ways to improve client relationships
• Developing a Client Advisory Board
• Utilizing a Client Survey

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ORGANIZATION & PRACTICE MANAGEMENT

• Time & Task Management
• Organizing your day/Utilizing a "Model Week"
• How to run a financial planning practice efficiently and effectively
• Personality Types
• Power of Vision:  Achieving balance in your life

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STAFF DEVELOPMENT

• Understanding and increasing your value
• Hiring, Training and Managing support staff
• Managing Stress
• Communication in the workplace
• Conflict management
• Managing your staff:  Performance, Feedback and Tough Decisions
• Pay Day:  Designing a Staff Bonus Plan
• Leading your office/Situational Leadership
• 10 Financial Mistakes Financial Advisors Make

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MISCELLANEOUS

• Marketing Plan development
• Microsoft Office training

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