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.
- 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.