Practice Management
Maximize your team
Managing a practice is all about teamwork. Learn how to create an efficient and effective team with our program, "Constructing and Managing a Synergistic Team".
Practice management
Resources designed to help you integrate team roles and responsibilities based on talent and training, enhance your team’s communication and collaboration, institute transformational leadership skills, and craft a thoughtful succession plan
Programs
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Practice Management 
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Practice Management 
Practice ManagementT.E.A.M. dynamics
This program aims to help financial professionals use personality dynamics to attract and retain clients.
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Practice Management 
Practice ManagementBecoming a more effective and impactful leader
To make the most of their practice, financial professionals needs to be effective and impactful leaders. Learn how to do that in our Transformational Leadership program.
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Client Service 
Client ServiceImplementing an impactful succession plan
Acquiring and retiring financial professionals need a clear concise communication strategy for clients. Learn how to create a succession plan in this program.
Insights
When should I form a team?
Getting acquainted
Building a foundation for successful teams
Macro four-room business analysis
Tactical complement: Aligning roles and responsibilities
Creating capacity
Two great risks to any compensation model
Critical team meetings
Daily huddle meeting
Weekly strategy meetings
Semiannual developmental meeting
Start the conversation.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
