Limitless Advisor Coaching + XYPN LIVE present:
Limitless Advisor Coaching,
in connection with #XYPNLIVE2024,
presents
How to Run (& Grow) Your Practice Like a Business
October 15, 2024
8 a.m. - 1 p.m
$199
#XYPNLive2024 Pre-Conference Workshop (EVENT FULL)
STOP GRINDING. START GROWING.
Skip the learning curve and fast-track your success with this half-day live workshop where we'll show you how to run you practice like a business and:
- Create a clear blueprint for success
- Build a roadmap to grow your revenue, income, and profits
- Design a growth engine that drives steady double-digit growth
Join this goal-crushing session with high-performance business consultant and coach Stephanie Bogan and XYPN advisor Adam Cmejla, CFP®, to learn their secrets for building, running, and growing a wildly successful advisory firm.
CLARIFY YOUR BUSINESS BLUEPRINT
RIGHT-SIZE YOUR
CLIENT BASE
MANAGE
THE METRICS
GEAR UP
YOUR GROWTH
Ready to roll up your sleeves? We'll help you optimize your performance, profits, and personal well-being, and you'll leave with the knowledge, know-how, and practice tools to:
- Run a Practice Diagnostic to assess your current practice and identify opportunities to optimize practice performance
- Get clear on the practice you want to build, identify growth gaps, and what it will really take to achieve your goals
-
Analyze your client base to assess fit, capacity, and profitability across segments
-
Evaluate your client base and develop a strategy to align your client base and service model with your goals
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Manage the metrics with KPIs to optimize profits, lifestyle, and growth
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Create and manage your roadmap for growth with a 1-page marketing plan and marketing performance tracking tool
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Avoid the complexity that increases stress, stalls growth, and shrinks your profits and joy
You'll also get Limitless resources and worksheets to help jump-start your practice-building strategies:
-
Practice Diagnostic
Identify areas of practice strength and opportunity to help you assess your practice and focus your practice-building efforts -
Client Base & Profitability Analysis
Analyze client segments, capacity, and profitability to highlight how your client base is performing relative to goals and margin targets
-
Client Segmentation & Fee Analysis
Model changes to segmentation, fee model, and fees to assess financial impact of changes
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KPI Performance Report
Track key metrics to set performance targets, highlight practice performance and areas of misalignment -
Marketing Activity Tracker
Set up a comprehensive sheet to track your marketing data for all your marketing channels.
Agenda
-
8:00 – 8:15 | Welcome & Practice Diagnostic Warm Ups
• Workshop: Personalized Practice Assessment -
8:15 – 9:15 | Clarifying your Business Blueprint
- • Workshop: Building Your Business Blueprint
-
9:15 – 10:15 | Right-Size Your Client Base:
- • Workshop: Client Base & Profitability Analysis, Client Segmentation & Fee Analysis
-
10:15 – 10:30 | Break
-
10:30 – 11:30 | Manage to the Metrics
• Workshop: Set up your Practice Scorecard - 11:30 – 11:45 | Break
- 11:45 – 12:45 | Gearing Up your Growth Engine
- • Workshop: Create a 1-page Marketing Plan, Customize your Marketing Performance Tracker
-
12:45 – 1:00 | Closing Q&A
- 1:00 – 2:30 | Open Coaching Time (optional)
About the Speakers
Stephanie Bogan
Stephanie Bogan is known for helping growth-minded advisors and leaders build wildly successful practices and work with greater ease and joy. With three decades consulting, coaching and working in some of the biggest, best and brightest firms, Stephanie brings proven experience keen and insights on starting, running, growing and exit strategies for advisory firms. Stephanie sold her first firm to a Fortune 200 company in 2008, retired to the beach in Costa Rica in 2012 and un-retired to start Limitless Advisor in 2018, growing another 7-figure firm in 2 years while working 25 hours a week.
Adam Cmejla, CFP®
Adam Cmejla, CFP® is an XY member who grew 4x in 4 years to $1M revenue, working 30 hours a week, and taking Fridays plus 8 weeks off, earning his Pilot's license and ultimately buying a plane to fulfill his childhood dream. His practice is growing at 40% YOY with a steady stream of highly qualified prospects. Adam joined the Limitless coaching faculty in 2020 to share what he learned about how to build a wildly successful practice with other advisors who are ready to create new levels of success.
About Limitless Advisor Coaching
Limitless Coaching helps Financial Advisers accelerate their success while giving them the time and freedom to enjoy it. We elevate your thinking, guide and coach as you up-level your performance, and empower you to deliver deeper value to clients with greater ease and efficiency all while generating greater revenue in less time.
LIMITLESS ADVISOR COACHING - an Educe, Inc. Program by Stephanie Bogan - ALL RIGHTS RESERVED 2024