What's a Practice Management Forum?
- A group of Financial Advisors limited to just 16 advisors
- Present and solve common business challenges as a group
- Share best practices and practice innovations
- Craft relevant solutions
- Create the catalyst for your accelerating career path
Imagine a small group of just 16 Advisors having the opportunity to actively discuss each of their unique practices, to learn innovative practice management solutions from their successful peers, to present and solve common business challenges as a group, and to leave with a portfolio of new ideas, practice innovations, and professional relationships that will, for many, become a catalyst for their accelerating career paths.
That’s what happens when like-minded professionals get together.
What’s a Typical Forum Like?
Practice Management Forums are fast-paced, structured over one day, and are specifically formatted to engage the group in interactive discussions around the 4 key components of a successful financial services practice.
Those 4 components are:
- Asset & Liability Management
- Client Service & Retention
- Marketing & Client Acquisition
- Team Development & Technology
The overall agenda provides attendees with plentiful opportunities to gain insights into the specific workings of each other’s practice. The collaborative peer discussions surface and then highlight unique business attributes, innovative processes, turn-key tactics, and effective team management strategies used by each attendee.
Recent Topics from Peer Group Discussions
Hear From Attendees
Key Deliverables
As you may imagine, a great number of new ideas, processes, and practice management innovations & solutions are surfaced within each of these forums. Following the forum, Impact Learning provides each Advisor attendee with a comprehensive
written summary of all discussions held throughout.
Momentum continues afterward with customized individual and group follow-up calls. Calls are scheduled according to the specific needs of each participant and are hosted by the forum facilitators. These follow-up interactions review in detail any or all of the solutions presented during the forum along with the specific steps necessary for implementation.