Free Practice Management Report

1. In what areas would you most like to improve your
practice?


2. How do you handle that now? (describe)


3. What would you consider your three biggest "time
bandits": What are those things that most take time away
from what you consider productive time?


4. How do you keep in touch with clients?


5. How do you produce them? (except individual meetings)


6. How do you solicit feedback from your clients on the services you provide?


7. Do you have a documented, step-by-step process for the services
you provide clients?
8. Do you manage assets yourself or hire a third-party
manager?


9. Do you employ a turn-key asset management program, or
put your asset management system together yourself?


10. How do you show clients a consolidated view of their
holdings and report performance of investments and
accounts?


11. Please describe your process for doing financial planning
for your clients (if you provide the service).


12. What are your plans for retirement? How much do you
anticipate receiving from the sale of your practice?


Thanks for participating. We will send you your personalized report in about 10 days. Would you like it by mail or email? What address should we send it to?
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