The Practice Management First Aid Kit™ Only $995

Turbulent markets like these, hit independent advisors with a one-two punch:  Falling revenues and increased demand for attention to clients and their portfolios.

To help get your practice quickly back on an even keel, and in position to take advantage of new clients breaking away from wirehouses, Angela Herbers Inc. has created the Practice Management First Aid Kit™—a customized assessment of where your practice is today, combined with practical solutions to lighten the workload and refocus you and your staff on what needs to be done now. 

The Practice Management First Aid Kit provides you with a comprehensive program to control your workflow and maximize revenues including:

·         Practice Benchmark Assessment: A comprehensive evaluation of how your firm stacks up against top firms in the key areas for success in turbulent markets so you can see what needs fixing first.

·         High Touch Client Systems: A program for maximizing client communications while managing additional workload.

·         Client Needs and Guidelines: Creating the most important report card you’ll ever get.

·         The Quick-start Client Services Program: A simplified, strategic system to focus your limited resources where they have the greatest impact.

·         Client Segmentation Formula: A simple but effective program to assess client needs and match them with your client services program.

·         Employee Priority Program: How to keep staff morale and productivity high through clear workload guidelines.

·         Controlled Growth Guidelines: A strategy for positioning your firm to increase revenues while managing workload.

The cost for your customized report is $995.  We accept American Express, Visa or MasterCard.  The results of your report will be emailed to you within two weeks.

To obtain your customized practice management report, follow these simple steps:

1.  Click here to download Practice Management Agreement and Questionnaire 

2.     Fax your questionnaire and signed agreement to our offices at 316-462-0864

3.     Once we receive your intial questionaire and signed agreement, we will send you a welcome email within 24 hours.  This email will include a more detailed questionaire tailored to your firm.  This questionaire will take 20-30 minutes to finish.

4.     When we receive the results of your questionnaire, we will immediately begin analyzing your results, call you if we have additional questions, and create your personalized “Comprehensive Practice Management Report.”

5.     We will email the results of your report with recommendations, goals, and action lists that you can implement into your firm immediately.

6.     After receiving the report, you may call us at 785-341-6851 if you have additional questions or you can sign up for one of our coaching programs to help you implement the action plan included in the results of your report.