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PFP2303 - How to Keep Your Practice Running Smoothly

‐ Jun 5, 2023 12:05pm

Efficiently managing an independent wealth management firm involves focusing on key areas to ensure smooth operations, client satisfaction, and growth. In this presentation, we'll discuss essential strategies, including:

* ORGANIZATIONAL SYSTEMS: Implement effective client management and documentation processes.

* TECHNOLOGY INTEGRATION: Utilize CRM software, financial planning tools, and automation.

* CLIENT ONBOARDING AND RETENTION: Create a comprehensive onboarding process and prioritize relationship building.

* STAFF TRAINING AND DEVELOPMENT: Foster a culture of collaboration, growth, and continuous improvement.

* COMPLIANCE AND RISK MANAGEMENT: Stay up-to-date with regulatory requirements and best practices.

* BUSINESS DEVELOPMENT AND MARKETING: Develop a robust marketing plan, leveraging online and offline channels.

* TIME MANAGEMENT AND WORK-LIFE BALANCE: Establish efficient practices, delegate tasks, and prioritize self-care.

Join us as we explore actionable insights to optimize your wealth management practice.

Learning Objectives:

  • Participants will learn to identify and implement efficient organizational systems and technology solutions, streamlining daily operations and enhancing overall productivity within their wealth management practice.
  • Attendees will gain insights into effective client onboarding and retention strategies, as well as techniques for staff training and development, fostering strong relationships and a collaborative work environment.
  • Participants will understand the importance of compliance, risk management, business development, and marketing in maintaining a successful practice, while also learning how to balance time management and work-life equilibrium for sustained performance and growth.






Concurrent Session Onsite and Online

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