Practice Management, Discovery (Comprehensive Firm Assessment)

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Practice Management, Discovery (Comprehensive Firm Assessment)

Savings
FPA members receive a 15% discount off our Enhanced Business Discovery, which assesses the health of over 45 components of your firm. Think of it as an MRI for your business, and your team.
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  • Description
  • Benefits
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Optimizing Opportunities

We offer an objective third party perspective, that draws on our deep experience, to evaluate the readiness of Wealth Management Firms to capture growth opportunities and eliminate operational gaps.

  • Primary aspects we evaluate: Leadership, Strategy, Team & Culture, Client Service & Experience, Growth & Brand, Operations, Technology, Financial Performance, Succession Planning

At the conclusion of our Discovery, we present our findings to the leadership team, including strategic and tactical recommendations.



To get started, please email info@provincialdevelopment.com and put " FPA Member - Enhanced Business " in the subject line.

Benefits

1.  Identify root causes that have been holding the firm back from growing.

2.  Create scale that enables growth to be healthy and sustainable.

3.  Structure the firm to enable the firm leader(s) to focus on the areas of the business where they are most gifted and that they enjoy.

4.  Position your team so they are doing things that align with their strengths.

 Differentiate your firm in a meaningful way. 

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