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Practice of the Future Practice Journey Roadmap Our Coaching Process Where Do I Start?

For over 20 years, we have partnered with thousands of advisors across three continents to help them transform their books into valuable businesses and deliver better client outcomes. Running a business can be tough, with less time to focus on what matters. We can help.

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The practice of the future

The advisory landscape is undergoing unprecedented change. The cornerstones of a successful advisory business are likely to look different in the future. Are you prepared? For many advisors, taking time out of the business to work on the business feels impossible—clients, portfolios, staff, and markets require your attention. However, continuously evolving and perfecting your practice is the key to long-term client satisfaction, business sustainability, and growth.

Your practice journey

One of the keys to business success is taking incremental steps toward change. Attempting to fix and overhaul everything simultaneously is overwhelming and impractical. We can help you identify the changes that will likely have the largest impact, based on where you are in the practice journey.

For more resources on where you are in your journey, click on the interactive roadmap below.

Our coaching process

Our easy to follow, disciplined approach is designed to help reduce execution challenges you may face while transitioning your business. Your dedicated Russell Investments regional team can help you identify opportunities, plan and implement your practice priorities along your evolution journey.

Where do I start?

Reach out to your Regional Director to learn more about the Practice of the Future discovery process. This interactive exercise can help you assess the current health of your business—and help you identify your top priorities and opportunities to maximize your full potential in meeting your clients’ needs. Once the exercise is complete we will work with you on an implementation plan.

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