Grow your financial advising practice without the growing pains inside ...
Practice growth By design
Kenneth podell chfcⓡ, cluⓡ, cltcⓡ
Are you ready to expand and optimize the efficiency of your financial advising practice, so you can increase revenue without pouring more of yourself into the business?
- Laurinda Ferreira
- Claudia Ferreira
- Michell Ferreira
Ready to take your business to its next level of profitability, without sacrificing your quality of life in the process?
If you’re at the point where you’re asking yourself Questions like…
- Mario Carannante
Practice growth by design
Here’s how we’ll get you there over your 6 months of coaching:
90 minute kick-off growth strategy + audit session
1:1 IMPLEMENTATION CALLS: 12 HOURS TO USE THROUGHOUT THE 6-MONTH PROGRAM
30 minute interviews with each of your team members
Kolbe assessments for team members & team building session with kolbe Certified consultant
Bi-weekly group coaching calls + monthly case prep design calls
Plus, you also get these incredible bonuses:
- Kevin Dykes
Ready To Experience A Practice Transformation?
Hi, I’m jackie bradley
-- practice transformation coach.
I knew there had to be a better way.
- Joseph Leary
CFA, CFP®, CPA, MBA
As with anything that is worth it in life, this process takes focus. However, that doesn’t necessarily equate to a huge time commitment.
You must commit to meeting with me every other week for 30 minutes. Outside of those calls, I recommend spending 1-1.5 hours per week working on the short assignments provided or implementing the strategies we come up with together.
You also have the option of attending our bi-weekly Group Coaching calls + monthly Case Prep Design Calls, but this is not mandatory and you can drop into these as and when needed. You will also receive replays of the calls that are time-stamped for ease of watching, if you can’t make them live or want to skim them quickly.
Absolutely — you are preaching to the choir. Working with thousands of teams nationwide, I am adamant that a one-size-fits-all approach is NOT effective when it comes to achieving meaningful results for financial practices and their owners.
That’s why The Practice Growth by Design Program is fully bespoke — although we will be sharing proven systems and processes with you, we will only recommend courses of action that are an excellent fit for the needs of you and your team.
Unlike other programs, Practice Growth by Design was created BY financial advisors, exclusively FOR financial advisors.
It takes a fresh and modern approach to everything related to selling and financial practice growth, prioritizes you getting to have a life and actually enjoy running your business, and offers you an unparalleled opportunity to connect with and get insights from other top-performing practice owners across the country.
Plus, the level of customization and personalized attention is exceptional, and designed to make it as easy as possible for you to actually follow through with the bespoke strategies we come up with for you.
We’ll use our tried-and-tested, highly customized approach for auditing and reconfiguring your financial advisory business to increase its profitability by focusing on 3 KEY areas: Growth Strategy, Team Optimization, and Client Experience.
In order for us to do this, you’ll receive:
– 90 Minute Kick-Off Growth Strategy + Audit Session with Jackie
– 1:1 Implementation Calls: 12 hours to use throughout the 6 month program
– 30 Minute Interviews (Conducted by Jackie) With Each Of Your Team Members
– Kolbe Assessments for team members & team building session with Kolbe certified consultant
– Bi-weekly Group Coaching calls + Monthly Case Prep Design Calls
In addition, you’ll get access to the following bonuses:
– Team Practice Self-Assessment
– Voice Messaging access to Jackie for quick questions and feedback
– 6 Months of Access to our On-Demand Video Course: The – – Financial Planning School
– Proven Systems and Process Blueprints to further Optimize Your Practice