Choose from more than 15 practice management-related presentations in FPA's Virtual Learning Center archives.
Technology from the
Trenches
Greg Friedman, MS, CFP®
From phone systems to back-up solutions to software
applications, this program will provide an overview of major
technology and practice management solutions used by a firm
consistently recognized in industry studies for best practices and
profitability.
Growing Your
Strategic Alliances
Address the potentials and pitfalls of
inter-professional work, including strategic alliances with allied
professionals. Move beyond referrals and reciprocity to focus on
collaboration and adviser-team building.
How to Grow Your
Business through Referrals
Jonathan A. Mintz, J.D.
Learn the secret of productive relationships with lawyers and CPAs.
This session will address what estate planning lawyers and CPAs are
looking for in financial planners and will give concrete
suggestions as to what you can do to build better relationships
with these excellent referral sources.
The Paragon Advisor
Life: Your Blueprint for Great Business
John Napolitano
Successful advisers aren't lucky, they are constantly improving and
doing things the average adviser simply is not doing. Get best
practices for building a great business around your ideal life in
this persentation that merges business planning and life
planning.
How to Use a
Benchmark Study
Kenneth Evans & Daniel Inveen
Get an overview of general benchmarking practices and how owners
and managers of planning businesses can use these techniques to
monitor and improve their performance results. Assess the relevance
of benchmarking information, discuss the capabilities and
limitations of benchmarking analysis and provide information on how
to implement a performance monitoring process in your business.
Using
Assessments to Hire the Right People
Lloyd Gottman
Studies show 20 percent of employees produce 80 percent of the
results. Learn how to replicate the top performers and have 80
percent of the employees be outstanding producers-information will
apply to your practice and to your client's success.
Converting
from Commission to Fee Compensation Structure
Marc Freedman CFP®
Hear a "real-life" story of how a firm transitioned from a 100
percent commission-based shop to one that now generates 91 percent
of its revenues from fees. The program will highlight challenges,
"ah-ha's" and lessons learned.
The Technology
Return on Investment for Financial Advisors
Timothy Welsh, CFP®
A compelling practice management research study on leading
financial advisers' business practices has recently been
completed. This industry study shows how technology,
specifically digital document management technology, can increase
the bottom line profitability of financial advisers' businesses as
well as result in substantial increases to firm valuation.
Your Biggest
Business Decision: Searching for a Partner
Daniel B. Moisand, CFP®
Moisand has spoken with hundreds of practitioners about
establishing and running an ensemble firm. With all the talk
about merging or acquiring other firms, the decision to form an
ensemble-or not-may be the biggest business decision a practitioner
has to make.
Practical Strategies
for Improving Productivity
Kip Gregory
Learn simple approaches you and your team can use immediately to
leverage your time and expertise more effectively. And find out how
you can recapture hours of time lost each week to inefficiency and
unnecessary rework, all with tools you use every day.
Enhance Current
Income Today and Firm Value Tomorrow
Jeffrey L. Green
Using a case study approach, learn how document management
technology will not only increase firm profitability today but
increase firm value at time of succession.
Leveraging Your
Staff: Get Organized & Manage Your Time
Kirk Hulett
The most successful solo practices in the 2005 FPA Compensation
& Staffing Study, sponsored by SEI Advisor Network, identified
the characteristics of solos that have risen to the top 10 percent
of the solo model. One of these characteristics is effectively
utilizing the solo practitioner's time. Though solo practices do
not employ other professionals, they do employ support and
administrative staff; the key is to successfully utilize these
support functions.
Making the Most of
Your IT Consultant
Joann Day
Feeling like you need to catch up on the technology curve or that
your software and hardware systems should operate more smoothly?
Based on input from network administrators and financial advisory
firms who have hired and fired their IT support, Day will share
tips and techniques to select and create a satisfying relationship
with your IT support.
Outsourcing &
The Virtual Office
David J. Drucker, MBA, CFP®
Outsourcing isn't the seemingly radical idea it once was;
smart advisers are now finding many office functions and tasks they
can outsource. See examples of businesses and independent
contractors you can partner with to realize the benefits of
outsourcing, which may include reduced staffing needs, lower
operating expenses and increased expertise where you need it
most.
Creating Business
Value and Succession Planning Models
David Goad
If you think succession planning is a "retirement" discussion,
think again. Goad redefines the way advisers think about and plan
for business succession, while addressing succession across all
stages of the business life cycle.
