Team Practices

You have built a robust team of professionals. Your business is no longer just you, but rather the collective efforts of many. In this stage of your business development, you are spending more and more time in the executive role.  Your job as a Financial Advisor must be carefully balanced with your role as the CEO.

Building a Brand

As CEO, you realize that clients are no longer interacting with only you, but they are have multiple touch points within your practice. You are not just building a book - you are building a brand and an asset.

Focus for this Phase


How are you balancing your time between advisor and CEO roles?


Do you have the right people in the right roles?


Is your practice scalable and primed for growth?


Will your business survive without you?

Services for Team Practices

Practice Management Services

We offer a range of services for your unique needs. Some of our engagements are short-term and some are long-term. Some of our services are designed for the CEO of the business, and others are for the team. Before you engage with us, you will receive a detailed proposal explaining which service is recommended for your unique situation and what the focus of the service will be.

Executive Coaching

Work 1-on-1 with an Executive Coach on all aspects of your practice. This service focuses on providing guidance, accountability, and expertise to the CEO of the business. Areas covered are wide ranging - from hiring, motivating and retaining staff to business planning and goal setting to achieving work-life balance. Move forward in all aspects of your business with confidence and clarity.

Operational Performance

Our Operational Performance package was designed for practices that need help getting organized. We help your team implement specific systems and tools to solve your biggest problem areas. We address issues such as: integrating recently purchased clients, staff changes, transitioning clients to an AFA, and more.  Implementation of most solutions generally takes about six months. 

Comprehensive Practice Management

Our Practice Management team works with you and your team on an on-going basis to achieve the highest levels of success. We train your staff using our proprietary systems to streamline workflow, set up model work weeks, and deliver world-class client service. Key Management Group's practice management team frees you from the details of running your business and allows you to focus on growth.

Advisor Legacy Services

We offer services for advisors in all stages of their career - from those growing through acquisitions to those looking to exit.

Business Valuations

Our Business Valuations are the best in the industry. The clear reporting, accurate methodology, and substantive analyses help financial advisors gain a clear understanding of what is driving and detracting from the value of their practices. Use as part of your strategic planning or part of an acquisition, succession, or continuity plan.

Continuity Planning

Too many financial advisors put both their clients and their own families at risk by failing to protect their practice from unforeseen events such as a death or disability. We make it easy to protect your financial planning practice. Don't let procrastination get in the way of your legacy. Even if you have not identified your successor, we have a solution for you.

Turnkey Deal Support

Our professional team of experts is here to assist both parties in completing a fair and equitable arrangement. This package includes all steps from assessing the value of the practice, negotiating the deal, forming a transition plan, writing a legal agreement, and providing expertise and guidance along the way. Both parties will walk away with confidence.

Outsourcing Services

Free up your time to focus on executive-level activities. Trust our team of field-trained experts to prepare you for interactions that will "wow" your clients.

Financial Plan Production

We enable you to deliver impressive and personalized financial plans without the headache of having to hire, train and manage staff. We offer a variety of deliverable types and even NaviPlan Live - where our analysts present directly to your clients.

Client Meeting Preparation

Go into every meeting prepared to anticipate your clients' needs and deliver world-class advice. Maximize the effectiveness of each meeting with our themed meeting agendas which give the clients 360-degree reviews and reflect your unique style.

Staff Hiring and Training

Want your internal team to efficiently and effectively prepare you for each client interaction? Our Practice Management services offer flexible solutions for finding and onboarding staff; developing and implementing systems; and conducting training.

M&A Consulting

Need help or advice working through a acquisition or succession strategy? We can help. We offer non-biased consulting for both buyers and sellers, as well as consulting for setting up internal successions and AFA buyouts. You don't know what you don't know until it is too late - we can make sure you cover all of your bases.

Escrow Services

A large practice sale brings risks for both the buyer and the seller. An escrow account offers a secure way to ensure that contractual obligations are being met before funds are released. Our escrow services are an affordable way to protect both parties through the transaction completion.

Practice Sales

Selling your practice is a once-in-a-lifetime event. Our Advisor Legacy team works hard to go beyond price and find the right fit for your clients. We help you find a qualified buyer, negotiate the deal and transition your clients. You will have a no-regrets retirement that leaves a legacy that you can be proud of.

Practice Assessments

Our Analysis Services are short-term engagments meant to provide insight and recommendations in a particular area of your practice.

Business Valuations

Our Business Valuations offer clear reporting, accurate methodology, and substantive analyses help financial advisors gain a clear understanding of what is driving and detracting from the value of their practices.

In-Depth Practice Assessment

This service was designed for advisors with staff and team practices who want a thorough and unbiased view of their practice with actionable recommendations. We look at the roles, responsibilities, and systems within your practice.

AFA Analysis

This service helps advisors think strategically about AFA's role. We help advisors design motivating, profitable, and adaptable compensation systems that lead to long-term success.

How to Begin

Want to learn more about how are service can help your practice?  Complete our Quick Practice Assessment and one of our coaches will contact you soon to discuss your results.

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