Our Services — Advisory Firms
PT = Profitability Training
Our Performance Coaching programs are also appropriate for advisory firms. We have three coaching packages to select from, based on your firm’s needs:
Performance Coaching
Our Performance Coaching program starts with an initial assessment using our diagnostic tool. Then we’ll work with you to develop your strategic and business plans, identifying key areas of focus as indicated by the diagnostic results. These may include strategies for client acquisition and retention, client communications, networking and pricing. Bi-monthly calls with your coach will help keep you on track and measure your progress.
- 2 Monthly Performance Coaching Calls
- Practice Assessment/Diagnostic Tool
- Strategic Plan/Business Plan Development
- Additional Services: (as determined by Practice Assessment)
- Client Acquisition Strategy
- Client Retention Strategy
- Client Communication Strategy
- Centers of Influence Networking Strategy
- Pricing Strategies
Performance Coaching Plus
In addition to all the features of Performance Coaching, the Plus program includes a detailed valuation of your practice and strategies to increase its valuation over time, as well as access to our monthly client conference call featuring special guests and timely topics. The Plus program requires a 12-month commitment.
- 2 Monthly Performance Coaching Calls
- Practice Assessment/Diagnostic Tool
- Strategic Plan/Business Plan
- Monthly Advisor PT Client Call (special guests and timely topics)
- Additional Services: (services determined by Practice Assessment)
- Client Acquisition Strategy
- Client Retention Strategy
- Client Communication Strategy
- Centers of Influence Networking Strategy
- Pricing Strategies
- Practice Valuation
Performance Coaching Platinum
For a limited number of advisors, the Platinum program offers the most comprehensive personal coaching relationship. In addition to the services available in the Performance Coaching Plus program, participants will receive two practice valuations at the beginning and end of the period with a benchmarking tool delivered and discussed within the first three months. We will also discuss succession planning to determine the best ways to realize the value of your practice when you’re ready to make a transition. And you’ll have additional access to your coach, Stuart Porterfield, during the month. The Platinum program requires a 14-month commitment.
- 2 Monthly Performance Coaching Calls
- Practice Assessment/Diagnostic Tool
- Strategic Plan/Business Plan
- Succession Planning Dialogue
- Monthly Advisor PT Client Call (special guests and timely topics)
- Additional Time with Stuart Porterfield as needed during the month
- Additional Services: (services determined by Practice Assessment)
- Client Acquisition Strategy
- Client Retention Strategy
- Client Communication Strategy
- Centers of Influence Networking Strategy
- Pricing Strategies
- Multiple Practice Valuations
- Benchmarking Tool
Consulting Solutions
In addition to our Performance Coaching programs we are also available for consulting engagements to help drive growth, increase profitability, develop human capital and design and implement service models:
- Strategic Planning, including strategic assessment reviews and client segmentation analysis
- Strategic Marketing Plans and actionable guidance ranging from branding and unique value proposition development to client communication strategy and key client management
- Practical Solutions for team development, including individual Performance Coaching, team training, priority client segmentation and presentation training
- Human Capital Development, ranging from hiring, motivating and retaining key personnel to building and maintaining a high performing sales team
- Creating a scalable, high-touch service business
- Recruiting Solutions for adding Advisors
- Business Optimization Opportunities, from operational efficiencies and technology assessment to policies/procedures and organizational effectiveness
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