Resources & Support
Manage your practice with confidence
Take your practice to the next level with our innovative approach to driving growth. The Ideal Practice Model is a practice management roadmap demonstrating best practices for a repeatable client experience.
- Lead your practice — create your plan, lead your people and execute effectively to maximize growth.
- Provide client service — deliver the experience clients are looking for — one that sets you apart and helps you retain clients.
- Acquire clients — attract more target market clients with turnkey marketing resources.
- Deliver advice — provide the comprehensive advice clients want.
- Implement solutions — offer personalized investing solutions that meet clients’ needs.
Fuel your growth with tailored support
At the heart of our practice management support are personalized resources to help you succeed:
- Business planning — set your annual business planning goals, track progress and access customized support to make your practice vision a reality.
- Peer learning — leverage the experience and knowledge of other top advisors through field leader and advisor-driven focus groups.
- Field leader support — your field leader will work with you to clearly define and understand your goals, develop plans to achieve them and be at your side when you need support.
- Advisor Business Development Group coaching — partner with our dedicated coaches to improve your client acquisition, financial planning, practice leadership and solutions.
"My branch manager and local leadership team are very supportive. I don’t feel like I’m left alone on an island. My thoughts and opinions are always received in a respectful manner — I feel heard."
Ireen Sommer, APMA™