The Practice Optimization Program was developed working hand-in-hand with some of the industries TOP Advisors who had the desire and commitment to grow, scale and/or sell their business.

Program Objectives:

  • Increase practice revenues and growth
  • Increase practice profitability
  • Increase operational efficiency
  • Increase staff teamwork and motivation
  • Improve quality of life in and out of your practice
  • Build a referral based business

The Practice Optimization program includes:

  • A review of all current processes and procedures with an open and objective eye to pinpoint areas for opportunity and development.
  • Personal Strategic Plan – Discovery Process
  • Business Assessment Process
  • Team Assessment Process includes individual assessments, collaboration and team reports.
  • An organized and detailed implementation plan.
  • Personal Development program© for team members
  • Optional Levelbreaker Coaching© for implementation support
  • Job modeling for selecting and/or promoting the right team members.