Profit Driven Architecture
The cornerstones of a successful Advisory practice
One of the keys to successful management of a financial practice is the use of advanced business models to guide practice operations and keep the practice on track with respect to its goals. Let us help you create and use efficient management systems.
All of your technical systems (i.e.. computers, software, printers, scanners, servers, website, email, phone system, messaging systems, and in-office communication systems should be working together and communicating with each other. We can transform and optimize your firm’s use of technology.
Developing or refining operational standards and written procedures makes for a more productive workplace. We analyze what procedures or manuals you already have in place and study your workflow processes to understand their strengths and weaknesses. Then we help set up systems to make those processes more efficient.
A financial practice office space is more than just the layout of the offices. It is more than just the placement of furniture and equipment. It is the combination of these elements with the goal of creating a harmonious workplace with positive energy flow that is beneficial to staff and inviting to clients. Design should be functional.
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The Efficient Practice offers industry-leading consulting, coaching, software and resources that transform and optimize all areas of your financial practice and/or professional business operations, simplify your life and increase the productivity, efficiency and profitability of your firm.
RIAs need to add and manage services efficiently or the RoboAdvisors will win the competition. Let us help. We want to ensure that your path to increased efficiency and profit gets implemented quickly, efficiently and profitably. This is accomplished by identifying your differentiation message and then exploiting it.
The # of bips RoboAdvisors charge
The profit margin of a RoboAdvisor firm
The profit margin of a typical Advisory firm
% of clients who need services beyond just investments
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Overview Most financial advisory practices that offer advice to their clients for a fee are faced with the challenge of how to efficiently deliver that advice on an on-going basis. It is one thing to purchase a financial planning software program, collect data from the client and produce a document that addresses that client’s financial[…]