Performance Insights Process
Are you wondering if you should partner up with one or more financial advisors? If you're in a partnership now, do you ever feel like you are pulling most of the load? Are you tired of dealing with the "personal issues" that come with having a team? Do you wish you could just focus on what you do best and leave the rest to someone else? If you answered "YES" to any of these questions, our Performance Insights Process™ will ease your pain. More importantly, we will help you build and lead a team that is capable of propelling your business to a whole new level.
Designed for teams of 3 or more, our Performance Insights Process™ takes a proactive, holistic, and solutions-driven approach to quickly drive performance so that progress turns to profitability!
Additional Performance Insights Process™ Resources
A powerful and unique suite of diagnostic tools, our Performance Insights Process™:
- identifies the potential performance barriers that are hindering the ultimate success of an advisory team.
- facilitates key decisions that need to be made for the future growth of the practice.
- provides a roadmap for specific action.
We created the Performance Insights Process™ as a development engine for cultivating high performing advisory practices – the process represents a comprehensive approach to assessing the health of three critical performance drivers – your people, the team dynamic and your business model
This program's streamlined process is a conduit for discovering knowledge to increase awareness of the specific actions needed to drive results. If you are looking for a unique, results-driven approach that eliminates pain, drives performance, and shares best practices, contact us or click here for more information.
Fee Structure:
The Performance Insights Process™ fee is determined by the number of team members you have.
- Teams of up to 6 members: $2500
- Teams of 7-10 members: $3,500
- Teams of 11+ members: Call for pricing
All discovery, assessments, analysis, and certified telephone consulting sessions are included.
Additional or ongoing phone consulting is billed at $400 per hour.
