OPTIMIZE YOUR BOOK
Optimize your time

You’ve built your book and it’s thriving—but it’s starting to feel like the book is running you, rather than you running it. Our tools and resources will help you optimize your book so that you can serve your clients while continuing to grow.

 

Optimize your time

Your time is your most valuable resource. The following tools can help you assess your capacity, optimize your time and communicate your value to clients.

 

Maximizing Potential Program

Our flagship program for advisors seeking optimize their book and transition to advisory, is a critical step in helping you analyze the current state of your practice and identify opportunities to grow your book and refine your service model.

Overview 

Articulate your value

After 5 years of studying the value of an advisor the results are clear: The value advisors deliver to clients materially exceeds the 1% fee typically charged.

How do you compare?

Value of an Advisor

Time Capacity Analyzer Tool

This tool is designed to help realistically assess you and your team’s capacity.

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Skills evaluation and time analysis

Understanding individual strengths and defining and clarifying how you will spend your time on day to day tasks will help you and your team maximize your productivity.

Worksheet 

 

Optimize your service model

How much service are you providing to each of your clients? The following tools are designed to help you develop a proactive approach to provide a CORE service model to your clients.

 

Maximizing Potential Program

Our flagship program for advisors seeking optimize their book and transition to advisory, is a critical step in helping you analyze the current state of your practice and identify opportunities to grow your book and refine your service model.

Overview 

Custom Business Analysis Report

Run a customized physical on your book: Gain key insights on the health of your book, assess potential implications and uncover high potential transition opportunities.

Sample report 

Time Capacity Analyzer Tool

This tool is designed to help realistically assess you and your team’s capacity.

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Creating a one to many service model

Designed to help you gain efficiency and provide an improved experience for clients.

Sample model 

 

Optimize your inventory

Are you able to keep up with the adequate due diligence on each CUSIP you use in your book? Is your product inventory aligned with your clients’ desired outcomes? Our tools help you assess and implement turnkey investment solutions to gain leverage and scale while simultaneously helping clients achieve their long-term goals.

 

Connect with us

Connect with us to learn more about how the Business Solutions team can help you optimize your investment solutions.

Connect

 

Clean up your book

The following tools are designed to help you uncover high potential advisory opportunities in your book.

 

Maximizing Potential Program

Our flagship program for advisors seeking optimize their book and transition to advisory, is a critical step in helping you analyze the current state of your practice and identify opportunities to grow your book and refine your service model.

Overview 

Custom Business Analysis Report

Run a customized physical on your book: Gain key insights on the health of your book, assess potential implications and uncover high potential transition opportunities.

Sample report 

Transition support

Our experienced Transition Support team stands ready to offer guidance and resources to help you transition to advisory.

Transition services 

 

Advisors, ready to take the next step? We're here to help.

Ready to serve

We have a wealth of experience. Find out more about our Practice Managment experts

Meet the team

Request a meeting

We'd be honored to work with you. Let us know how you want to meet and we'll be happy to connect with you.

Learn more

Read up-to-date insights on how to optimize, evolve and revolutionize your practice.

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