PRACTICE MANAGEMENT - COACHING & MENTORING

Managed Solution Specialists

In an effort to provide a liaison between the portfolio management team and the advisor and client, we provide access to our team of managed solutions specialists. The members of this team have a strong understanding of the portfolios offered by Partnervest, are in constant communication with the portfolio management team and have vast experience in how these portfolios are constructed to solve many client needs.

Practice Management Expertise

We provide expert coaching to assist our financial advisor community in navigating their way through the ever-changing environment and challenges of our industry in the following areas:

  • Practice Management
  • Business Development
  • Book Management
  • New Client Acquisition
  • Creation of service models
  • Coaching services for teams and the formation of teams

Passion is your ability to become excited about something; conviction is your ability to transfer that passion to your clients and prospects.