Practice Management Academy
If you're involved in the day-to-day operations of a financial services firm, Practice Management Academy will equip you with the skills and knowledge you need to thrive.
Take the next step in your professional journey.
Here's how our 8-week coaching session works:
- You'll get access to four recorded sessions, released one at a time on September 16th, September 30th, October 21st and November 4th.
- During the same week, there will be corresponding live office hours on Friday for real-time coaching and Q & A. Office hours will be held at noon ET on September 20, October 4, October 25th and November 8th.
- Off-weeks are all yours to implement the strategies and techniques you'll learn in the Academy.
Originally $200
Now $95/person
We start September 16, 2024
Join Practice Management Academy
The Agenda
Session 1: September 16
Reduce Cognitive Load & Become a Calendar
Ninja
Reduce distractions, create automations, and maximize your workday. Presented by advisor Amy Jamrog, CFP®️, CEO & Founder of The Jamrog Group and Four Wings Consulting.
Session 2: September 30
Optimize Your Practice with Scheduling Technology
Learn techniques to enhance scheduling, save time, and improve the client experience. Presented by Bailey Shafer, Director of Operations & Marketing at The Jamrog Group and Four Wings Consulting.
Session 3: October 21
Create Templates to Save Time & Maximize Efficiency
Ensure thorough preparation and documentation before and after every meeting. Presented by Caro Sheridan, Client Experience Director at The Jamrog Group.
Session 4: November 4
Build a Consistent & Memorable VIP Experience For Your Clients
Implement systems, processes, and workflows to increase client confidence. Presented by Amy Jamrog, CFP®️ & Bailey Shafer.