What We Offer: Advisor-Focused Resources

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

People

For a practice to be at its best, it is essential that the right people are doing the right things at the right time. We will help you develop a team to support you and your clients’ day-to-day needs so you can focus on building your business.

Process

Successful advisors tend to have well-defined processes in place, enabling them to better manage their time. They set time aside to work on, not just in, their practice. We will help you organize and refine your processes and develop efficient, reliable business practices.

Technology

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 in the world, at any time. It can reduce or eliminate 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.

Topics

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

• Firm Value Proposition
  
• Staffing
  
• People Management
  
• Technology
  
• Marketing
  
• Pricing of Services
  
• Client Segmentation
  
• Referral Strategy
  
• Succession Planning
  
• Programs

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

1. One-On-One Coaching—This is the most hands-on option. It is designed around a step-by-step program, guided by one of Royal Alliance’s practice management consultants.
   
   
2. 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.

Our Sales Consulting Team is dedicated to helping you navigate our open product platform by offering product agnostic sales support. The team is cross-trained on all product lines with each sales consultant focusing on a particular area. Whether it’s case consultation or helping you grow your business, the Sales Consulting Team takes a proactive approach to sharing sales ideas and best practices with you.

We know how much you rely on technology to manage data and move your business forward while staying focused on meeting the needs of your clients. That’s why technology is such a primary focus for us. From mobile apps to e-signature to integrated business systems, you’ll find that our technology solutions not only support a full range of business models, but also integrate seamlessly with your practice.

Additionally, our state-of-the-art technology platform allows you to utilize a wide range of proprietary systems and leading industry software, including:

eFactFinder

Our electronic fact finder enables you to collect client information online and integrates seamlessly with our needs analysis and account opening software.

Account Center

Our proprietary business system allows you to view, process, and manage all your registered business online, aggregate client data, provide consolidated reports, and get business on the books faster while allowing you to stay focused on providing the highest level of customer service to your clients.

In today’s increasingly complex regulatory environment, Independence Financial Partner’s and Royal Alliance's compliance and supervision teams are proactive in helping to preserve your brand while you focus on working with your clients. Our support structure allows you to utilize a combination of local and national industry, legal, and compliance experts who understand your business and will work with you to help preserve what you’ve built for your clients.