Practice Management Academy 2.0
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.
The Agenda
Session 1
Time Blocking for Peak Performance
Master time management to prioritize revenue-generating activities, improve team productivity, and run your practice proactively.
Session 2
Client Segmentation & Engagement
Learn how to categorize clients strategically to personalize outreach, maximize retention, and scale meaningful relationships.
Session 3
Mastering Your CRM System
Use your CRM to track touchpoints, streamline workflows, and ensure no opportunity falls through the cracks.
Session 4
Refining Your Brand
Build a cohesive marketing strategy that strengthens your online presence and attracts your ideal audience through your website, social media, and newsletter.
Take the next step in your professional journey.
Here's how our program works:
- You'll get access to four recorded sessions, released every two weeks for an 8 week period.
- The same week the recording is released, you're invited to a coaching call to ask questions about what you learned.
Session Schedule & Topics:
Session 1: Time Blocking for Peak Performance
Released: September 15th | Office Hours: September 19th, 12 noon ET
Session 2: Client Segmentation & Engagement
Released: September 29th | Office Hours: October 3rd, 12 noon ET
Session 3: Mastering Your CRM System
Released: October 13th | Office Hours: October 17th, 12 noon ET
Session 4: Refining Your Brand
Released: October 27th | Office Hours: October 31st, 12 noon ET