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. Hundreds of practices have achieved new levels of success by using our proven tools for strategizing, systematizing, and syncing.

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.

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.

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.

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.

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. 

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.

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