We believe that Practice Management is not a static or “one-time thing”. Done right it is an evolving consultative relationship that recognizes that as practices change and grow each year, true Practice Management should grow and evolve to remain relevant, addressing your unique opportunity gaps.
Welcome to Advanced Custom Consulting.
Who is this event for?
USA Financial affiliated advisors and teams that have participated in at least two levels of baseline Advisor Protocol programs (among them Protocol Boot Camp and Total Client Engagement), with engaged advisors and teams implementing Advisor Protocol processes for 12-18 months. Advisors are encouraged to have key team members join them in this event.
What is this event? Tell me more.
The quintessential “deep dive” into the specifics of your practice. Focus points and KPI’s include but are not limited to:
- Exceptional Teams
- Maximizing Positions and Career Tracks
- Team Integration
- Organize Your Team
- Initiate Quality Control
- Individual Review, Feedback and Compensation
- Individual Communication and Team Development
- Team Success
- Expand Your Team
- Integrate New Systems
Where is it? In-person or virtual?
Our in-depth consulting sessions will be held in-person exclusively at our Kansas City office. We block out noise and distractions to ensure maximum efficiency and impact. Your team and the Protocol Team will be focused solely on the issues and topics that increase your enterprise value.
