Powering Your Practice™ Courses

Powering Your Practice™ Courses Overview

Successful financial advisory practices have transitioned from a spotlight on sales to an emphasis on marketing and, ultimately, to a focus on managing a business. Today, the best advisors are not necessarily the best salespeople, or the best marketers; but they are great entrepreneurs. The paradigm has shifted and being good at your craft as an advisor is no longer enough. To be among the best advisors in the world today, you must also be good at managing your business.

Ultimate Practice was created to be a resource center for advisors who are serious about their business and willing to commit to continuous improvement. Our Powering Your Practice™ courses are based on industry best-practices that work and 30+ years of experience in educating, training, and coaching great advisors around the world.

Succeeding at Succession
(Exit Planning)

The reality is that you will leave your business one day. The question is, “Will you be in control of your exit, or will you allow fate and circumstance to dictate what happens to the business you have spent so many years building?”

Show Me The Money
(Practice Valuation)

Ever wonder what makes one practice more valuable than another? Learn how value is determined, how much your practice is worth, and what you can do to maximize its value.

COMING SOON

Preserve & Protect
(Business Continuity)

It’s only a sustainable practice if it can run without you. Find out what should you be doing to ensure your business will continue, in the event you are not available, for whatever reason.

COMING SOON

Optimize Your Operations
(Resource Management)

The biggest factor determining the momentum of your practice isn’t you — it’s the resources around you. Effective human, technological and systems management can mean the difference between a profitable business and a struggle to keep up.

COMING SOON

7 Steps to Selling
(Sales Process)

The days when a pleasing personality and a way with words could lead to sales success are gone. Today’s top advisors don’t “sell” — they inform, educate and counsel. Learn how to paradigm has shifted and your role in the transformation.

COMING SOON

To Market, to Market…
(Marketing for Today)

Think marketing is all about promotion? It used to be, but the collision of evolving client demographics and technology have changed the messaging, the message delivery, and the metrics.

COMING SOON

Direction?…What Direction?
(Strategic Planning)

While most advisors have an idea of what they want their business to look like down the road, many find it difficult to articulate those thoughts in a well‐designed strategy, backed up by specific tactics, activities, and tools to enable their success.

COMING SOON

How Can We Help You?
(Client Service)

It used to be “I’ll stay, unless you give me a reason to go.” Now, it’s “I’ll go, unless you give me a reason to stay.” Providing superior client service was once a competitive advantage — now it’s an expectation.

COMING SOON

A Dollar Saved is a Dollar…
(Financial Management)

The economic potential in your practice is huge. Are you managing revenue and cashflow efficiently? Do you know where your profit comes from and how to maximize the financial benefit of being an entrepreneur?

COMING SOON

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Volume Pricing

# of copiesDiscount
10 – 195%
20 – 4910%
50 – 9915%
100 – 19920%
200 – 49925%
500 – 99930%
1000+35%