Practice Management
Practice Management Application – compatible with Salesforce CRM.
Bring order to your day. Build a plan that makes sense. Keep yourself accountable to the goals you set. Channel your energy at your creativity by following a simple process that makes sense to you.
Available through subscription this application will provide you with the framework that is required to run a highly effective financial planning practice.
We do not believe in a one-size-fits-all approach to business development. Our Client Relationship Manager includes a fully customizable relationship matrix, suggested schedules, including scripts and templates as well as video tutorials.
$600.00 USD.
Please contact us with any questions.
Personal Coaching
Sometimes, we all get by with a little help from our friends. Do you know what you need to do, but can’t find a place to start? Are you having difficultly standing out, or you can’t seem to capitalize on the hidden opportunities within your practice?
Qualified applicants work with Dennis as well as a support team of tech support and a dedicated Relationship Manager. This retainer is 4 months long.
We will manage the migration of your data into www.salesforce.com, teach you how to use it, and then help you set up your service matrix.
We will conduct an audit of your business, assess your strengths and weaknesses, and suggest a course of action to adjust your trajectory. You and Dennis will create your marketing/business plan, and you will have bi-weekly individual calls with Dennis.
Your Relationship manager is available to you directly if you have any immediate needs, require clarification or direction or a sounding board for an idea, or opportunity.
For Individual Advisor:
$15,000 includes Application but excludes your Salesforce subscription.
Please call for team, or group pricing.
Partnerships
Dennis works with Thornley Fallis & 76design to provide clients with a full suite of marketing and communications advice, products and services.
Thornley Fallis & 76design is an innovative, integrated marketing agency with offices in Toronto and Ottawa.
The firm’s full-range of services includes:
• Communications Strategy & Planning
• Public & Media Relations
• Advertising
• Digital Communications & Social Media
• Video Production
• Branding & Identity Development
• Graphic Design & Production
• Website Design & Development
• Search Engine Optimization
• Search Engine Marketing
• Media & Presentation Training
