The Perfect Practice.
The Perfect Practice was created to help financial planners and advisors practices grow their practice on a consistent basis. The process includes an audit of your daily activities to identify gaps for improvement, followed by a structured plan that focuses on the following areas, but not limited to:
- How to Create Structure and Organization Within Your Business
- Set Realistic Goals
- Measure Results
- Learn How to Invest in Your Business
- Rate of Return
- Access to Your Accountability Manager
- Marketing & Sales
- Hire and Train Staff to Fill Specific Roles
- Database Management
- Seminars
- Immensely Improve Your Client Service
- How to Create a Perfect Succession Plan
- Access to Tools to Help You Succeed
- Create a Vision For Your Practice
You will receive all the necessary tools and resources to address each of these areas to lay a strong foundation for growth and success.
The Expertise & Experience.
Wesley Forster
With almost 40 years in the financial planning industry, I have managed to create the perfect practice. I have managed and grown my practice at a pace that most planners could only dream of. I’ve had my fair share of trial and error and through the process, I’ve learned the key elements necessary to create a profitable and scalable practice. What I have designed is a repeatable structured process with tools and resources to help you do the same. This is not a weekend event it is a weekly coaching program. This is about discipline and determination. It’s about breaking down your current belief systems and identifying the inefficiencies in your business and introducing a proven system for success.
I work with individuals and organizations to help lay the foundation for a successful practice and create repeatable systems for sustainable growth. This is an exclusive opportunity for those who are ready to put in the work to grow their practice. In an effort to assure the highest quality of service, I am limiting the number of participants per year.
Your Practice. Your Passion Podcast.
Every financial advisor and planner aims to increase their yearly revenue by two to three times. But, that’s only possible once you build your practice from the A all the way to the Z. Welcome to Your Practice, Your Passion with Wesley Forster, coach at The Perfect Practice. In this podcast, Wes helps you develop your firm faster than you thought possible, which translates into saving you money and time. Remember, if you can't do it for yourself, you can't do it for others.
Adding to Wesley's resume, Wesley wrote the book Know You Can: No More Excuses How to Become Financially Fit in 90 Days. This, in addition to numerus other publications he has written, provides valuable resources that are a part of your coaching experience with The Perfect Practice program.
