The Efficient Practice

The August column in Financial Advisor Magazine scored points with readers. to read it,

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Services

Efficiency Evaluation | Solutions | Review and Monitoring | Website Services

So, you are wondering what we can do to help you realize greater profit in your practice. We offer a variety of consulting services to assist our clients. The following is a partial list:

Operational Efficiency Consulting - This is where you are concerned about how efficiently your office operations are and would be interested in knowing if there is a better way to organize your staff and their duties in order to get the most out of your operations.

Time Management Consulting - You may have concerns about how well you manage your schedule and your efforts, given the limited amount of time available.

Efficient Technology Use Consulting - Technology is changing rapidly. Are you keeping pace with technological advances that could make your practice work more smoothly and in concert with other systems you have in place. (Click here to see an Example)

Review and Monitoring - One of the most effective ways to keep your business operations working at peak efficiency is by using our Review and Monitoring Services. We will work with you and your staff to ensure that the systems, procedures, equipment and techniques employed to increase efficiency continue to provide the highest levels of efficiency and profitability. For further details, click here!

Website Content Administration Services - We also offer website content administration in conjunction with most major financial service website hosting services. (Advisor Square, Advisor Sites, Lightport and more!) This service includes maintaining and updating articles, content, links, photos, event notices, calendar items and information of relevance to your website visitors. Often this is a time-consuming task that is seldom done by the financial practice because of a lack of time, priority or skills. we can do this for you as part of our ongoing monitoring services or as a stand-alone service. For details, click here!

Office Space Utilization Consulting - Let's face it, space planning is a key aspect of efficient use of resources. Often, we find that we have limited space to work with and unlimited needs. There are ways to dramatically improve the use of existing space. For some interesting tips, check out our Feng Shui page.

Succession (Transition) Consulting - If you are considering adding staff or producers to your firm and/or contemplating retirement, putting an effective succession plan in place now makes sense.

Employee Efficiency Consulting - Managing employees can be a time consuming and, often, frustrating aspect of practice operations. We can help by providing guidelines for hiring, training and retaining staff, saving you thousands of dollars in wasted expense trying to do this on your own.

Management Systems Consulting - Setting up and operating with a management operations system that commands the respect of your employees, co-workers, clients and the community is a key element of the successful practitioner. Having adequate tools and procedures to ensure proper oversight of your firm without the need to "micro-manage" is another advantage.

All of the above and more can and will be customized to fit your specific situation and needs. All of the above should be preceded by our evaluation services. We evaluate your practice to understand the unique aspects of what you do, how you do it, how you got to this point in your practice and what the current condition of the practice is. The result is a detailed report on your business that will provide an in-depth study of all aspects of your firm with specific recommendations on how you may wish to pursue efficiencies.

Our Evaluation Services for established firms can fall into a three-step process or we can customize our support to help you reach your goals:

   

    Step One - Evaluation

    A broad overview of your practice efficiency

    Step Two - Solution Plan and Implementation

    Detailed recommendations and implementations

    Step Three - Review and Monitor

    On-going follow-up services

To proceed, click on Step One-->

Our heralded Efficiency Coaching is unique to the profession and offers a dynamic, flexible way to improve your leadership and your company results based on what you want to accomplish.

To check out our Coaching Services, Click Here-->

Still not convinced? Check out some testimonials from our satisfied clients, Click Here-->

Ready to start your journey to greater net profits, Click Here-->

We also offer  Startup  services for new practices:

                    Startup Services

                        Unlimited phone and email support and follow-up

Proud member of The Financial Planning Association and The Microsoft Partner Program