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Practice Maximization

Whether your a burgeoning adviser who would benefit from a personalized coaching program or an established firm that realizes significant gains are not possible without a deliberate approach, we can build a tailored plan to meet your unique needs.

1.

Strategic Practice Analysis

Brand/Positioning/Messaging

A comprehensive analysis of the practice as a business and the individual & collective contributions to its mission.

2.

Service Model

Critical review of depth and breadth of services offered, including analysis of proprietary vs. outsourced solutions.

3.

Client Acquisition Strategy

We will guide you through topic-specific exercises to identify client segmentation, referral network and acquisition processes.

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© 2018 by Lighthouse Advisory

This website is provided solely for Lighthouse Advisory and it's clients and does not intend to provide legal, tax or investment advice.  Lighthouse Advisory, Lighthouse Wealth Advisory, Lighthouse Family Offices and Lighthouse MFO are all affiliate entities of Lighthouse Advisory, registered with the state of California as a consultancy. Lighthouse Advisory does not offer investment, legal or tax services and nothing contained herein should be construed as offering advice in those areas.

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