Rekindle Your Love for Practice Management

Valentine’s Day Special! Practice Management Session – Bon Appétit!

Join CUNA’s Executive Chef of practice management, Randy Fuss, and his RPAG Sous Chef, Jeff Cheshier, as they serve a gourmet Valentine’s Day menu of ideas to increase your practice’s effectiveness, revenue and margins!

Valentine’s Day Menu:

Appetizer: Identify common productivity roadblocks
Main Course(s): Practical tools for increasing efficiency
Dessert: Next steps on the road to profitability

During this engaging session led by our two seasoned experts, the main focus revolves around assisting advisors in fine-tuning their practices for enhanced profitability. They clearly outline practical strategies such as efficient time management and establishing suitable billable rates, offering a clear pathway for advisors to align their actions with revenue targets. Introducing a quadrant system, they aid advisors in categorizing clients based on time and revenue metrics, fostering a strategic approach to client relations. Emphasizing transparent communication with clients to convey the value of services rendered, the speakers also explore tactics for managing challenging clients, providing a comprehensive guide for advisors to strike a balance between profitability and top-notch client service.

Furthermore, Jeff and Randy stress the importance of advisors evaluating their individual strengths and optimizing time allocation. Through client categorization exploration and strategic implementations, advisors should strive to cultivate a flourishing practice that maximizes profitability while upholding client satisfaction and long-term prosperity. This session offers practical insights to guide advisors through the intricacies of their profession, ensuring a sustainable and thriving practice.

Presenters:

Jeff Cheshier, VP of Institutional Clients and Member Relations, RPAG  Meet Jeff, a collaborative force at RPAG, dedicated to empowering advisors to help American workers have a dignified retirement. Specializing in business strategy, practice management, and marketing, he assists clients in extracting maximum value from their RPAG relationship. With a vast industry network, Jeff connects parties, driving revenue and success at institutional, firm, and individual advisor levels.

Randy Fuss, Practice Management Coach, CUNA Mutual The bulk of Randy's career has been spent consulting and is currently a Practice Management Consultant with Cuna Mutual Group. He has the pleasure of helping retirement plan focused financial professionals and TPAs experience greater success to their businesses. As a Registered Corporate Coach®, he is most content conducting trainings, workshops and seminars on a variety of retirement plan topics and as a frequent guest speaker to various trade groups and broker dealer conferences.