Advisor Consulting, LLC

A Proactive Approach to Create the Ultimate Advisory Practice

Discovery Meeting

  • Analyze the current state of the business
  • Identify strengths and weaknesses within the practice
  • Identify Needs and Wants
Establish Goals, Customize and Prioritize Action Plan
  • Establish Goals and Objectives
    • Target Account Size
    • Referral & Asset Goals
  • Prioritize our starting point for implementation of the customized plan
    • New Business Development
    • Sales Process & Supporting Material
    • Proactive Service Model & Contact Management
    • Team Building


  • Weekly 30 minute Phone Consultation to implement action steps to produce results
  • Hold you accountable to target dates within plan
  • Access to consultant when needed (quick response time)

Ongoing Monitoring & Adjustments

  • Review implementation of plan and monitor results
    • Referrals
    • New Assets
    • Achievement of Goals
    • Efficiency of Internal Processes
  • Discuss activity / results and adjust, if necessary

The AC Process

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