Practice Management

Signator's Practice Management Program is designed to help you manage and grow your business by driving efficiencies and targeting the right clients for your services.


For a practice to be at its best, it is essential that you have the right staff with the appropriate skills focused on the most important items for your business. We can help you develop a team to support you and your clients' day-to-day needs, so you can focus on building your business. You'll learn about best practices for recruiting, hiring, onboarding, training, and developing your staff to maximize the full potential of your business.


Successful advisors tend to have well-defined processes in place, enabling them to better manage their time to focus on the most important aspects of their practices. We will help you organize and refine your processes and develop efficient, reliable business practices. Our aim is to help free your time to focus you on growing your business.


The impact of using the appropriate technology in your practice cannot be overstated. It can give you and your clients the ability to work together from anywhere, at any time. It can help reduce unnecessary mistakes and missed opportunities. It can also help streamline your practice. Our program can assist you in choosing and implementing the right technology to optimize your practice and improve the client experience.

By evaluating, analyzing, and executing a plan focused on these three core components you can unlock the full potential of your business.

In addition to helping grow your business, the goal of practice management is to enable advisors to become better business owners. The program includes:

  • Education: Practice Management consultants will hold webinars and conduct workshops to share best practices of running a successful business.
  • Resources: Online tools and white papers developed by practice management experts will help guide you through the process of improving your business.
  • Specialty Skills: Education, resources, and training will help address a number of specialized skills used to fine tune a practice, such as customer segmentation, marketing and communications.


Our program covers a wide variety of issues that a modern financial practice faces:

  • Client Value Proposition
  • People Management
  • Technology
  • Marketing
  • Costing of Services
  • Client Segmentation
  • Referral Strategies
  • Succession Planning


The Practice Management Program has two levels of participation, so you can choose the one that works best for you:

One-On-One Coaching - This is the most hands-on option. It is designed around a step-by-step program, guided by one of Signator's practice management consultants.

Do-It-Yourself - This option provides some of the resources of the one-on-one track, but without the interactive guidance from a practice management consultant or some of the other interactive features, such as periodic assessments or subject matter study groups. If you're interested in learning more about improving your practice but don't want to commit to a formal plan, this may be the option for you.


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