Practice Management Academy 2.0
If you're involved in the day-to-day operations of a financial services firm, Practice Management Academy will equip you with the skills and knowledge you need to thrive.
The Agenda
Session 1
Time Blocking for Peak Performance
Master time management techniques to prioritize revenue-generating activities, improve team productivity, and maintain a balanced, proactive approach to running your practice.
Session 2
Client Segmentation & Engagement
Discover how to categorize clients strategically to personalize outreach, maximize retention, and create meaningful, scalable relationships that drive growth.
Session 3
Mastering Your CRM System
Learn how to leverage your CRM to streamline client interactions, track key touch-points, and enhance practice efficiency, ensuring no opportunity falls through the cracks.
Session 4
Refining Your Brand
Elevate your firm's brand with a cohesive marketing strategy that strengthens your online presence, nurtures client trust, and attracts your ideal audience through the use of your website, social media and newsletter.
Take the next step in your professional journey.
Here's how our program works:
- You'll get access to four recorded sessions, released every two weeks for an 8 week period.
- The same week the recording is released, you're invited to a coaching call to ask questions about what you learned.
The Schedule:
- Session 1: September 15th (Office Hours September 19th, noon EST)
- Session 2: September 29th (Office Hours October 3rd, noon EST)
- Session 3: October 13th (Office Hours October 17th, noon EST)
- Session 4: October 27th (Office Hours October 31st, noon EST)
Four Course Price: $397
Enroll by June 1st: $297
Join Practice Management Academy 2.0