Practice Support Group
The Team Behind The Team
A monthly coaching program for practice managers, sales assistants, and paraplanners who keep financial industry firms running smoothly.
Join Practice Support GroupWhen the support team is strong, the whole practice succeeds.
Behind every thriving financial advisory practice is a team that keeps everything moving – practice managers, sales assistants, and paraplanners. But who supports you?
This monthly coaching space is designed just for the people working behind the scenes of advisory firms. In each session, you’ll connect with peers who understand the challenges of working behind the scenes, gain practical tools to streamline operations, and build the confidence to elevate your role as a strategic partner.
This is your place to learn, share, and grow.
Connect with peers.
Share wins, challenges, and insights with people who understand your day-to-day.
Gain practical tools.
Learn strategies to streamline operations and manage all parts of an advisory practice with ease.
 Grow with confidence.
Build the skills that allow you to elevate your role and contribute at a higher level.
 Stay aligned.
Each month’s topic matches our advisor coaching groups, so you’re always synced with the firm’s big-picture goals.