Practice Management

Align Your Strategy, Your Players and Your Execution

It’s a competitive market. To not only survive, but thrive, you need a solid plan, proven systems, and the resources to develop a high-performing team of advisors and support staff. We provide a diverse and comprehensive array of practice management solutions to help you develop and improve on the key aspects of your practice that impact performance, profitability, and growth. Instead of looking at all the things you could do, we help you focus on the few things you should do to meet your most important goals.

Designed to meet the needs of team practices, our relationship-based approach to practice management coaching means we are there for you when you need us. We work side by side with you to Identify blind spots, maximize opportunities, develop your talent, and to hold you and your team accountable to key metrics that will truly move the needle.

How We Help

We provide you with the flexibility to either choose a comprehensive approach to growing your practice or selecting the services that meet your most pressing needs. Our services can be broken down into four categories that work together to help you meet both your short-term and long-term goals. 

Executive Coaching

Our executive coaches help practice owners navigate complicated decisions on an on-going basis. We push you to get clear about what activities are important, which ones to delegate, and which ones to cut so you can take the right actions and achieve concrete results. 

Recruiting and Training

We developed our recruiting and training services to help practices meet their hiring and staff development needs. By taking these activities off your plate we allow advisors to stay focused on what matters most - their clients

Practice Management Coaching

Our Practice Management coaches help you create scalable systems and reliable processes to drive operational performance. We help you turn your practice into a well oiled machine delivering a superior client experience every single time. 

Two Ways to Get Started

We offer two different types of assessments for advisors who are interested in learning about our services.

Quick Practice Assessment

  • Our Online Practice Assessment was designed for all types of advisors (solo practitioners to team practices) who are interested in exploring our services but don't know where to begin. This includes a high level assessment and 1:1 meeting with one of our Executive Coaches.

  • Learn More

  • There is no fee for this service. If additional services are recommended, you will receive a detailed quote.

  • Complimentary

In-Depth Practice Assessment

  • This service was designed for advisors with staff and team practices who want a thorough and unbiased view of their operation with actionable recommendations. This includes both a business valuation and a detailed review of the roles and responsibilities in your practice. Pricing starts at $3,495 and is dependent on the number of team members involved in the interview process. To learn more about the In-Depth Practice Assessment and the actual cost for your practice, schedule a call below.

  • Learn More

Practice Management Team

Ben ThelenTeam Leader, Coach
Ph: 734.294.5206
Brogan ProbertCoach
Ph: 248.602.3768
Dawn RemCoach
Ph: 248.404.9667
Brandon SmithTrainer
Ph: 248.397.1618
Stacy SchafferTrainer
Ph: 248.509.2437
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