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THRIVE
Practice management should be a systematic and regular process consisting of careful planning, data-driven decisions, implementation and project management and continuous monitoring of results. When we engage an advisor, we work closely with them to evaluate their business and set goals for their practice. Additionally, Fusion firms rely on many of our self-help tools to ensure that they execute their strategy:
Strategic Plan
Often considered a luxury, the strategic plan is often ignored or forgotten. Our sample advisory practice strategic plan includes guidelines for implementation and key milestones to ensure you are on track.
Sample Employee Evaluation Form
As a manager, it is critical to provide your staff with regular, ongoing feedback on their performance. This employee evaluation form is a simple way to review your team’s performance and guide them to achieve the performance level you desire. Providing this type of feedback to associates has proven to be a key driver in satisfaction and retention.
Budgeting and Planning
Readjusting your budget and goals allows you to keep your finger on the pulse of your own business. This article presents guidelines and tips for how to adjust your budget.
Buy-Sell Guide
One of the key challenges independent advisors face is structuring buy-sell agreements with their partners. Our comprehensive buy-sell guide is an excellent starting point that advisors can use to jump-start their succession planning.
More than 80% of financial advisors* do not have a personal financial plan and have not prepared a budget for their business. We want to change that immediately.
For more information call Philip Palaveev, President 914.909.1604
* Fusion internal research
555 Taxter Road, Elmsford, NY 10523 | 914.909.1500
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.