CONFERENCES and EVENTS
Next Level
Clarity, Solutions & Guidance to Reach the Next Level of Success!
The Practice Management Group supports advisor business owners to improve the profitability, efficiency and satisfaction of their
practice through coaching, consulting and technology. We offer a variety of tools, resources and formal programs to assist advisors in attaining their
ideal practice.
Why Coaching?
TOP Next Level
- Tactics and Concepts -
1 Personal Productivity
2 Building the Ideal Client Base
3 Value, Price and Service
4 Increasing Referrals
5 Referable Client Experience
6 Building the Advice-Based Business Model
7 Client Acquisition
8 48-Week Marketing Plan
9 Branding
10 Continuity and Succession Planning
11 Increasing Client Engagement
12 Vision, Mission and Goals
We strongly believe in the value of coaching for financial
advisors. Our experience is that advisors who participate in a coaching program realize
a dramatic improvement in the quality of their practice; an increase in productivity
and greater satisfaction that they are on a path to achieve their most important goals.
Why Next Level? Next Level is our premier business development program
that builds on the proven success of our business consultations, focused coaching
programs and advice-based business model tactics. You will be led through a step-
by-step approach to reinvigorate each area of your practice – helping you increase
profitability, grow your assets under management and take control of your work-life
balance. Before the workshop, you will complete an analysis of your current practice
and client target markets. During the workshop, you will interact with your peers
learning the top Next Level tactics and concepts.
After the workshop, you and your business development coach will
outline a personal plan for the future of your practice.
For the next six months, you will engage in biweekly conference
calls with your business development coach, who will lead you
through the Next Level strategies, providing feedback, advice and
recommendations specific to your practice – helping you bring your
plan to reality.
Over 500 advisors have participated in this premier coaching program. Don’t miss the opportunity to take
your practice to new heights!
Here’s what Next Level graduates have to say about the program:
“Participating in the Next Level Coaching Program helped me focus on how to run a more effective, efficient and productive practice. I now have a business
plan that directly relates to the strategies, tactics and actions that will propel my business to new heights!”
- Rafi Rodriguez, Financial Advisor
“The accountability that a coach provides combined with a menu of 30 different business growth modules makes it almost impossible for an advisor to
fail to grow their practice and to improve their productivity. Without a doubt, the best training I have attended in nearly 20 years of running a practice!”
- Lance Harshbarger, CFP ®
Jan. 12-13, 2019
ELEVATE Advisory
Symposium
JW Marriott, 201 8th Ave S, Nashville, Tennessee 37203
Saturday, Jan. 12, 2019 – 1 p.m. to 5 p.m. and Sunday, Jan. 13, 2019 – 8 a.m. to 5 p.m.
Investment: $2,250, Coaching Engagement: 6 months
For more information, contact:
[email protected] or 833-204-5525, option 7
For use with financial professionals only. Ladenburg Thalmann Financial Services Inc., member FINRA/SIPC.
23 The STAR | NOVEMBER 2018