We invest in the success of the financial advisors we serve. To help you become a top producer –and stay there–our Essentials of Excellence platform is designed to Define, Grow and Manage both the asset management and practice management sides of your business through constant and repeated actions of Assess, Plan and Solve.

Your Regional Director serves as your business coach and facilitator, helping you through every step of the way:

• Learning what it takes to get to the top,
• Applying the skills and solutions that will get you there, and
• Repeating the process over and over again to improve the drivers of your business and reach a higher level of success.

 

 

August 17, 2010

How to Turn Your Solo Firm into a Thriving Practice

Wayne Badorf, CFP^® – Senior Vice President and National Sales Manager with Wells Fargo Funds Distributor

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Essentials of Excellence Overview

 

You’ll incorporate best practices that will help you better organize your business and establish a solid foundation for growing and managing assets.

Solutions

• Investment Policy Statements
• White Papers and Special Reports
• Quarterly Reports

In this phase, you’ll develop a vision and a focus to differentiate yourself in the marketplace.

Solutions

• Identify Your Ideal Client
• Branding 101
• Get Specialized

In this phase of Essentials of Excellence you’ll take advantage of customized marketing plans to uncover hidden assets in your existing book of business.

Solutions

• Mining for Diamonds
• Preventing Identify Theft

You’ll explore ways to prospect for new clients and take advantage of customized value-add marketing plans for getting your share of today’s most lucrative target markets.

Solutions

• Systemize Your Practice
• The Power of Her Money
• Selling Your Small Business
• Transitioning Into Retirement

To manage your clients’ assets most effectively and efficiently, you need to establish investment solutions that match your investment philosophies and business processes.

Solutions

• Personalized Portfolio Analysis

Putting effective business practices in place and keeping up with best practices is the best way to position yourself for success.

Solutions

• Formulating a Client Service Model
• Managing Your Time Effectively
• Team Management
• Continuing Education

Investment Policy Statement – Learn how to develop a formal, written investment policy statement for your clients.

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White Papers and Special Reports – Use these timely and in-depth analysis publications to get the latest insights to industry issues.

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Quarterly Reports – Our comprehensive commentaries help provide in-depth insight to each of the funds in our fund family.

Back to Asset Management

Mining for Diamonds – Mining for Diamonds is a complete marketing plan of action to help you unearth hidden assets in your existing book of business and respond with appropriate investment solutions to better satisfy your clients’ needs.

Back to Asset Management

Preventing Identity Theft – Our tool kit helps you educate your clients on how to protect their assets from identity theft.

Back to Asset Management

Personalized Portfolio Analysis – Spend more time with clients and prospects while we analyze and help build your armament of mutual fund investments in keeping with your investment philosophies.

Back to Asset Management

Identify Your Ideal Client – Maximize your business outcomes by identifying your ideal client through an analysis of your business practices and existing client base.

Back to Practice Management

Branding 101 – This paper discusses how advisors can build a personal brand identity and how to market it to lift them above the competition.

Back to Practice Management

Get Specialized – This workbook helps advisors specialize in a specific target market and shows them how they can tailor their services and their brand to that market.

Back to Practice Management

Systemizing Your Practice – Establish a one-year calendar of marketing activities to grow your practice.

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The Power of Her Money – Women today hold assets unparalleled by any previous generation and they’re ready to grab the reins of their financial future. Use this complete marketing kit to reach out to women investors, one of the fastest-growing markets today.

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Selling Your Small Business – Business owners need an exit plan just as much as a start-up plan. This kit contains tools for advisors to tap into this asset gathering opportunity.

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Transitioning Into Retirement – After years of building a comfortable nest egg, now it's time for transitioning into retirement. Use the tools in this kit to capture assets in motion from the next surging wave of retirees.

Back to Practice Management

Formulating a Client Service Model – Define your promise of providing ongoing service to your clients.

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Managing Your Time Effectively – Track your business activity to ensure you’re spending your time doing the things you need to grow and manage your business.

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Team Management – Organize your practice efficiently so that your team members’ roles and responsibilities are properly defined.

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Continuing Education – Fulfill your continuing education requirements with our comprehensive library of online self study courses.

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