PRACTICE MANAGEMENT 2.0

  • Determine Your Ideal Client
     

  • Replicate Your Ideal Client
     

  • Forge Strategic Alliances with thought leaders in your community to expand your research
     

  • Gain access to our TruLove Program© that provides detailed analyses of your clients’ portfolios with meaningful recommendations based on each product’s objectives.
     

  • Practice Management Coaching offered by Chris SleightChris Sleight brings to life the key concepts an advisor can learn through CEG Breaking Through.
     

  • Back office support and custodian relationships lead by Bonnie Anderson and her team. This team is here to support your staff in the day to day operations.
     

    • Need help raising cash or investing a model?

    • Need help with an ACAT?

    • Need help with a tricky question around opening/closing an account?

    • Contact your team in operations to get the answers. Your staff is no longer on an island!

Build trust by learning the financial concerns of your affluent clients.