Add The Missing Pieces with Modular or Hourly Consulting

For independent financial advisors, who need personalized and individual attention, we offer modular and hourly consulting programs designed to address specific practice challenges in a finite period of time, usually between one to three months. We understand that the key to growing and managing a successful advisory practice is its human capital, operational, client value, and financial strategy, which is reflected in our services. Some clients will retain us to help them address several major issues over longer periods of time, while others prefer to work on one particular issue.

Our modular and hourly consulting provides part-time professional management to help advisory practices create strategic growth plans, design organizational charts, implement employee training programs, hire the help they need, effectively manage their professional and support staffs, build operational processes and procedures and manage business finances. For our clients, we will do all of the things a business manager would do to free you up to think strategically, generate more revenues and work with clients.

Benefits

·         Increase the amount of time you have to work directly with clients

·         Clarity in the best practice ways to grow your advisory firm

·         Focus for your team on the tasks that will have the maximum benefit to your firm

·         Reduction of costly turnover by increasing your staff’s satisfaction with employment performance

·         Less stress in the workplace

·         More confidence in managing, building and growing your advisory firm

·         Concentrating on what’s truly important in your business

·         Validation that the current way of operating in a particular area is the right way to operate

·         Giving your business focus and direction based on the ultimate goals of the owner(s)

 

Get Started Today!

Email us at AngelaHerbersInfo@gmail.com to schedule your first hourly coaching session.  Once we have you on the schedule for an hourly coaching call, we will send you an inquiry email to discover what the specific information is that you would like to receive from the session as well as request data related to your topic.  We will review all of the data prior to the meeting and advise you on our suggested solutions and recommendation during our hour phone call.

Email us at AngelaHerbersInfo@gmail.com to schedule a complimentary phone appointment.  During this appointment we will go over your needs.  After the appointment we will create and design a modular program to address and solve your particular need at a flat rate.