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
Implementation
- 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 ADVISOR CONSULTING PROCESS
