PRACTICE MANAGEMENT: COMMITTED TO YOUR SUCCESS

Our practice management programs have a single mission: Helping Advisors Build Great Businesses™.  We set out to achieve that mission by combining our decades of experience working with successful advisors throughout our industry, along with the latest cutting-edge research on how to run your business efficiently, target the right clients and build loyalty.

Whether you are new to practice management at Genworth Financial Wealth Management or have already applied our business development strategies to your practice, please take a few moments to review exactly how we can help you take your business to a new level of success.

Mastery Program^®: Our intensive two-day "boot camp" is dedicated to helping you understand and implement the best practices of the most successful advisors in the business.  It is the foundation of our practice management program, in which advisors create a specific Business Action Plan for immediately applying Mastery’s strategies and tactics.

Mastery was entirely revised this year based on the latest industry research. Even if you have taken Mastery in the past, you may want to consider going through the program again. The current schedule for Mastery is available here.

Consultant Team: Our Consultants are experienced professionals whose objective is to get to know your business and build a strategic collaboration targeting your needs and goals.  They will become your resource for all your business issues. Our Internal Consultants are also available to help you and your staff meet all your business and back office needs.

Premier Consultants: Our most committed advisors enjoy Premier Consultant status, enabling them to further build their businesses through quarterly Premier Consultant meetings held in locations throughout the country.  Premier Consultants also enjoy additional benefits based on their assets under management with Genworth Financial Wealth Management.

Coaching: Our most intensive, customized practice management program is our personalized Coaching.  Here you will work one on one with our experienced professionals on detailed plans for creating and executing your strategic vision, organizational structure, marketing plans and success metrics.

All of our Practice Management programs are practical and tightly focused on the specific steps you can take to build a great business.  For more information on any of our practice management programs, please contact your Regional Consultant.