TOUCHSTONE | PRACTICE MANAGEMENT SERIES
Build a Better Practice.
Not Just a Bigger One.
Three conversations. Three actionable tools. One goal: Sustainable growth.
YOUR NEXT STAGE OF GROWTH STARTS WITH A SMARTER STRATEGY
Growth is not just about acquiring clients or gathering assets. It is about building a business that operates efficiently, delivers meaningful client value, and appropriately reflects the work you do.
The Touchstone Practice Management Series is a three-part program designed to help financial advisors take a more intentional approach to managing, strengthening, and growing their practices.
01 WHO SHOULD YOU SERVE?
Segmenting Your Practice for Scalable Growth
Are you spending the right amount of time with the right clients? Identify high-value relationships, establish service tiers, and create capacity without sacrificing the client experience.
TAKEAWAY Client segmentation and service-tier worksheet
02 HOW SHOULD YOU SERVE THEM?
From Transactions to Relationships
Could your existing book hold opportunities for deeper engagement? Evaluate brokerage relationships for potential advisory opportunities, assess client fit, and build a thoughtful transition process.
TAKEAWAY Brokerage-to-advisory evaluation scorecard
03 WHAT SHOULD YOU CHARGE?
Pricing Advice with Confidence
Does your pricing reflect the value you deliver? Explore strategies that account for relationship complexity, service expectations, and profitability while improving how you communicate fees.
TAKEAWAY Pricing and profitability evaluation tool
LESS THEORY. MORE ACTION.
Three focused 45-minute sessions, each featuring practical education, open discussion, and Q&A. Leave with tools and ideas you can put to work in your own practice.
LIMITED-SEAT SERIES | ONLY 20 ATTENDEES
Attendance is capped at 20 advisors to encourage meaningful conversation and engagement. Registration is first come, first served—reserve your place early.
TO REGISTER OR LEARN MORE
Contact Matthew Lyon | mlyon@nationallife.com
Invest in your practice. Invest in your growth.
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