Practice management to help you grow efficiently
We partner with practice management experts to bring you proven, practical tools to help you grow and operate a more efficient practice. Our advisor consultants can help you apply these strategies through one-on-one guidance, group events, and advisor workbooks. We also offer continuing education courses for CFP, CPE, and CIMA credits.
Use the pillar system to simplify your strategy and magnify your results. A strategy to cut through the clutter and move you toward clarity, simplicity, and most importantly…results.
Word of Mouth Influence (WOMI) can help you get referrals without asking for them. It involves getting your clients to tell others about your services. The Oechsli Institute uses a simple, yet powerful metric to measure WOMI with advisors: the number of referrals received in the past year. Find out the secrets of advisors who’ve used WOMI to bring in 10+ new clients a year.
How to avoid disruption, protect your client base, and expand your business
Replace dated time management strategies with focus management to improve the health and growth of our business.
Use our simple template for elevating your business by replicating your best client relationships.
Use the 80/20 rule to retain your best clients and gain new ones
Confidently transition to an advisory model—one that better aligns your interests with your clients' interests.
Female advisors can create a powerful personal brand with a simple yet purposeful action plan.
Identify existing opportunities in your book of business and learn three critical questions for women clients and prospects.
Weekly motivational messages and ideas to build deeper client relationships.
Dr. Kevin Elko serves as a consultant for Hartford Funds. His statements are not representative of Hartford Funds.