Advisor Practice Management Platform

Many advisors begin their careers as solo practitioners and evolve into sophisticated teams over time. As practices mature, they require processes and systems to help run their overall business. Team implemented a Salesforce-based practice management platform that supports business planning, onboarding, roles and responsibility management as well as succession planning.

• Key Achievements:
o Increase in adoption of business planning through reduction in manual data entry.
o Greater visibility into practice talent pipeline for internal recruiters to proactively recruit.
o Improved visibility of practice needs through robust logging of advisor interactions with home office employees.