Practice Management
Our Practice Management service aligns your strategy, your players, and your execution.
We build productive, positive, and scalable teams that reflect your organization's unique personality. From high-level strategy, vision, and mission planning, down to the granular details of how you schedule, execute, and record client interactions - we ensure everyone is operating as a cohesive unit.
We help financial advisors become CEOs who are driving the ship, and we ensure that your team seals the cracks and follows the plan. We have helped hundreds of practices achieve new levels of success by using proven tools for strategizing, systematizing, and communicating.
Lead Your Team
We help advisors transition from being client-focused to organization-focused.
We help create, define, and fill roles within your practice. We build healthy, happy, and productive teams - focusing on personal accountability, team communication, effective systems, and outstanding client service.
Whether you need coaching at the top or hands-on support throughout all levels of your organization, we have a right-sized solution for your needs.
How the Service Works
Our Practice Management Team customizes our service based upon your unique needs. In general, our engagement follows this path:
Step 1.
Learning About You
Learning About You
Like all meaningful relationships, we spent time learning about you and your financial advisory practice. Some advisors begin with our Complimentary Quick Practice Assessment, while others prefer the In-Depth Practice Assessment where we interview key members of your team.
Step 2.
Getting Clear
Getting Clear
Our fact-finding exercise helps us understand what makes your practice unique. Do your actions align with your goals? We help you get crystal clear about what success looks like for your practice. We create measurable markers of success and repeatable systems that drive results.
Step 3.
Taking Action
Taking Action
Some advisors simply want an accountability partner, while others are seeking a complete overall of their systems. Whether you just need a little nudging or detailed help with every technicality - our team will drive you to success!
Two Ways to Begin
Quick Practice Assessment
Our online practice assessment was designed for advisors who are interested in exploring our services but don't know where to begin. This assessment requires less than 20 minutes and is meant to provide a high-level overview of the advisor's practice to identify strength and weaknesses. The KMG team will then make recommendations to help you determine if our services are right for your business.
What's Included:
- Summary of Results
- Consultation with a Practice Management Consultant
Cost: Complimentary
Engagement Levels
We can right size our service for your needs.
Executive Coaching
Summary of Service
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.
Your Executive Coach will provide unbiased advice and push you to the best version of yourself and your practice.
Operations Consulting
Complete Practice Management
Solo Advisor
Doing It All
As a Solo Advisor, you must carefully balance client service, new client acquisition, and everything else from making coffee to answering calls.
We help you build achievable business goals that maximize your time.
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Advisors with Support
Building and Scaling
In this stage, you must effectively organize, delegate, and communicate as you take on a new role as an employer.
We help advisors maximize their operations.
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Team Practices
Defining Your Brand
Your practice may now have multiple producers. You are building a brand and must think like a CEO more than an advisor.
We help advisors become effective business owners.
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Transitioning
Leaving a Legacy
You have built a meaningful practice with clients and employees whom you love - but it is time to think about what is next. We ensure you have a smooth transition that honors the legacy that you have built.
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Practice Management Team
drem@keymanagementgrp.com
bthelen@keymanagementgrp.com
bharvey@keymanagementgrp.com
jwalczak@keymanagementgrp.com
tstover@keymanagementgrp.com