Are Your Preparing Your Team For Success?

As the CEO of your practice you wear many hats. It may seem like too many hats at times! In order for your practice to grow it is critical that your team have the competency and knowledge they need to provide an exceptional client experience. In order to allow your leadership team to focus on the key components needed to grow and expand your business, outsource one of your hats to us…Chief Learning Officer.

How Does Your Practice Compare?

According to the Ceruilli Advisor Metrics Report completed in 2012, Training and Development are not a core focus inside an Advisors practice.

Client Related Activities: Preparation and Meetings 42%
Investment Management 24%
Office Administration 15%
Revenue Generating Activities 13%
Training and Development 6%