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Practice Management
Forming Your Foundation
A solid business must have a firm foundation. In order to build that solid base, your practice needs a defined service model, laser-like client focus, and a marketing message that accurately communicates your value.- The Client Engagement Road Map
- Strategic Focus
- Creating Your Value Proposition
Creating Advocates
Make an impression on clients and centers of influence by implementing a "WOW" strategy. Also, discover the keys to an effective viral marketing strategy with your existing clients and centers of influence.- "WOW" Quarterly Reviews and Client Service
- Viral Marketing - Clients
- Viral Marketing - Centres of Influence
Improving Profitability
Improve your bottom line with a variety of strategies. From detailed business and client analysis to effective sales meetings and organization structure, these principles have the potential to change the way you approach refining your practice.- Business and Client Analysis
- Client Transition
- Sales Pipeline Management and the Weekly Sales Meeting
- Organizational Structure
Blueprint Series - Russell has studied the methods of top advisors, and has created a series of Modules containing tools and solutions to make your business more manageable, more profitable and ultimately more satisfying.
The BluePrint Series training sessions are offered by seasoned financial services experts. We'll help you focus on your best opportunities and improve the results from your business.
The Portfolio Strategy Desk will help you develop investment strategies and proposals for high net worth clients, endowments and foundations. A team of Russell investment professionals provides sales and service support so that you can leverage your time to offer your clients institutional quality advice and recommendations.
The Client Engagement Road Map – A Blueprint for Enhanced Client Service. This article by Fred Pinto teaches you how to demonstrate value and use the Client Engagement Road Map.
A blueprint for charting your clients' key milestones helps you maintain strategic focus and visibly illustrate the service you provide clients each quarter.
Perhaps the number one issue raised by financial professionals is the
issue of doing regular client reviews. When clients say they don't want
to come in for a review, it's because they don't want your review. It's
because financial professionals frequently don't add value beyond regurgitating
performance numbers. You need to be able to articulate and demonstrate
your on-going value.
The Client Engagement Road Map provides structure for communicating with
your clients. It's a template that you can customize to reflect their particular interests.
Continue reading more of Fred's article on Russelllink.ca (requires login or new membership)