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Practice Management

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.

The Affluent Mindset

Learn research-proven methods to help you master affluent client acquisition.

How to Win the Game Before It's Even Played

Learn how to simplify your daily priority list in minutes, avoid distractions, and make more time for the things that matter most.

Dr. Elko's Power of Connection

Weekly motivational messages and ideas to build deeper client relationships.

The Pillar System

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

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.

Mastering LinkedIn

Learn how advisors use LinkedIn to bring in business.

From Optional to Essential

How to avoid disruption, protect your client base, and expand your business

Time Management for Advisors

Replace dated time management strategies with focus management to improve the health and growth of our business.

The Science and Psychology of Goal-Setting and Goal-Getting

Use our simple template for elevating your business by replicating your best client relationships.

Creating a Practice By Design, Rather Than By Default

Use the 80/20 rule to retain your best clients and gain new ones

Growth Strategies

Drive new business by focusing on the types of clients you serve best.

The Value of Your Advice

Confidently transition to an advisory model—one that better aligns your interests with your clients' interests.

Personal Branding for Women Advisors

Female advisors can create a powerful personal brand with a simple yet purposeful action plan.

Webinar Replay:


Webinar Replay: Luck, Poker & Investing   lock

Hear Annie Duke, professional poker player and decision strategist, explain how to help clients improve their decision-making skills and avoid rash decisions.

Dr. Kevin Elko serves as a consultant for Hartford Funds. His statements are not representative of Hartford Funds.