Practice Management Series

Price: $985.00

Building a Successful Financial Planning Practice

All are welcome however this program is ideal for CFPs with at least 3 years of experience

Program Dates:

  • September 19, October 3, October 17, November 7, November 28, and December 12
  • 1 cohort available: 10am (eastern time)

Session 1—The Client Experience

  • Setting business goals
  • Identifying your niche
  • Client events, gifts, etc.
  • Attracting and onboarding clients

Session 2—Building & Marketing Your Practice

  • Personality traits of successful advisors
  • Social media, print, podcasts, sponsorships
  • Content expertise
  • Networking

Session 3—Time Management & Teamwork

  • Best practices every day, week, month, quarter, year
  • Time blocking vs Surge schedules vs On demand
  • Team structures and responsibilities
  • Setting and tracking metrics

Session 4—Financial Planning in Practice

  • Setting fees
  • Asking the right questions
  • Planning throughout the year
  • Software & solutions

Session 5—Moving Forward in the Business

  • Growing your team
  • Building a legacy
  • Business valuation
  • Succession planning

Session 6—Mind Set for Success

  • Goal setting
  • Comparisons & self doubt
  • Balancing health & wealth
  • Finding your mojo

Program Details

  • Program includes 6 group sessions (1.5 hrs each) and 2 private coaching sessions (40 min each)
  • Program is limited to 20 advisors per group.
  • Sessions will not be recorded.
  • Cost: $985

Questions?

Please email study@amiablelife.com.

Select your cohort.
Please list all designations
Number of years as an advisor