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

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

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We can right size our service for your needs.

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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.


Learn More

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.


Learn More

Practice Management Team

Dawn RemDirector
Ph: 248.404.9667
drem@keymanagementgrp.com
Ben ThelenCoach
Ph: 734.294.5206
bthelen@keymanagementgrp.com
Brandi HarveyCoach
Ph: 248.218.1274
bharvey@keymanagementgrp.com
Jenna WalczakCoach
Ph: 248.602.3768
jwalczak@keymanagementgrp.com
Tricia StoverCoach
Ph: 248.244.0753
tstover@keymanagementgrp.com
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