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Who are

PRACTICE MANAGEMENT CONSULTANTS, LLC

PMC-LLC is a consortium of Subject matter Experts (SME’s) with Wealth Management Industry knowledge & practical experience. We are The Premier Practice Management, Leadership & Communications skill training Firm for Diverse Financial Advisors & Planners.
We roll up our sleeves and offer hands on, 1:1 coaching for Financial Advisors & Planners.

Capabilities

  • Helping individual Financial Advisors & Wealth Management teams gain a competitive advantage through comprehensive Practice Management training.
  • Leveraging technology to deliver dynamic learning content in
    actionalbe ways to Financial Advisors.
  • Delivering Subject Matter Experts (SME’s) in Leadership, Diversity & Inclusion, Communication and Practice Management training for Financial Advisors in the Financial Services Industry.

Differentiators

  • We roll up our sleeves and offer hands on, 1:1 coaching for diverse Financial Advisors, Planners and Professionals.
  • Our consortium of Managing Partners is made up of a diverse team of SME’s with varying backgrounds and accredited credentials.
  • We are practitioners of each subject we educate, coach or train in. Each Principal or Managing Partner has a minimum of 2 decades of experience in their field.
PMC-LLC

PRACTICE MANAGEMENT CONSULTANTS, LLC.

1:1 Coaching

Effective 1:1 coaching has a transformational impact both on the individuals being coached and the business. In a survey of over 4000 domestic companies, the main benefits of coaching reported were improved individual performance, bottom line results, skills and self-empowerment, goal achievement, and retention. 96% of companies reported coaching improved individual performance, with 92% reporting improvements in leadership and management effectiveness. (Fong, 2013)

One-on-one coaching sessions have become part of many companies’ internal processes. Managers are realizing the power of these employee-focused sessions – coaching your employees drives high performance. Our coaches typically have two decades of experience in their field of expertise as a support service to the financial industry.

They’ve helped advisors across the country make small improvements with amazing results and completely overhaul areas of the business to streamline their processes, gain competitive advantages and increase revenue.

While Practice Management Consultants does not guarantee any results with our program, our coaching plan adopters have documented success and see business revenue increase at an average 25% year over year (YoY). Our clients also notice substantial savings of time, money and other resources due to adoption of process improvement strategies.

Curriculum for 1:1 Coaching

Participants will be rotated through a series of topics. Each topic is geared towards the Advisors growth. Examples of topics covered are:

  • How to grow your Practice – Aggressive client acquisition and revenue growth strategies using PMC’s 12-week or 3 month ramp up strategy.
  • How do your clients & colleagues perceive you? – Learn and understand how to communicate basic technical & financial information to clients and peers.
  • Developing as a Leader – Learn how to navigate the Firm. Understand where your resources are & how to utilize them.
  • Communicating your value – Learn Critical Listening techniques & know when to add your Value Proposition to a conversation? Learn to communicate your value to clients and stake holders.

Group Coaching Cohort

PMC-LLC’s Group CoachingVirtual Reality PM Auditorium replaces webinar content delivery as a mode of coaching. Our Group Coaching Cohort strategies are the equivalent of a laser focused; radically accelerated practice management curriculum infused with leadership coaching.

In this environment, the FA’s can engage inwith coaches and one another providing immediate feedback. They also have access to complete assigned tasks at their leisure. There’s nothing to install.All you need is a link to access theVirtual Reality PM Auditorium online and with an assigned conference call number.

Curriculum for Group Coaching Cohorts

Participants will be rotated through a series of topics. Each topic is geared towards the Advisors growth. Examples of topics covered are:

  • How to grow your Practice – Aggressive client acquisition and revenue growth strategies.
  • How do your clients & colleagues perceive you? – Learn and understand how to communicate basic technical & financial information to clients and peers.
  • Developing as a Leader – Learn how to navigate the Firm. Understand where your resources are & how to utilize them.
  • Communicating your value – Learn Critical Listening techniques & know when to add your Value Proposition to a conversation? Learn to communicate your value to clients and stake holders.

Who are

Your coaches?

Our coaches have decades of experience in their fields of expertise. They know what works and what doesn’t because they’ve been where you are.

Contact us now for a free evaluation.

MANAGING PARTNER
MARK WILLIS
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DIVERSITY, EQUITY & INCLUSION EXPERT

Mark began his career in the brokerage business as a Financial Consultant with Merrill Lynch in 1983, after a 4 year start in Banking.

CERTIFIED NEURO LINGUISTIC PROGRAMMING PRACTITIONER
ROBYN HATCHER
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SALES COMMUNICATION COACH & EXPERT

Robyn Hatcher, is a dynamic keynote speaker, communication expert, author, thought
leader and award-winning actor. Using her experience in the entertainment industry ...

MASTER FINANCIAL PLANNER MFP®
CHRISTIAN NWASIKE
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PRINCIPAL MANAGING PARTNER

Christian is an accomplished financial sales professional, business coach and public speaker who brings optimism, passion, creativity and impeccable presentation skills to every engagement. He has extensive...

What our clients are saying about us...

INTERESTED IN LEARNING MORE ABOUT OUR COACHING? LET’S TALK!

PMC-LLC

PRACTICE MANAGEMENT CONSULTANTS, LLC.

If you are looking for ways to increase client retention, revenue and engagement,  We are here to help. We roll up our sleeves and offer hands on, 1:1 coaching. Let’s talk!

PMC-LLC is The Premier Practice Management, Leadership & Communications Skill Training Firm for Diverse Financial Professionals.

See How PMC-LLC Can

Help You Reach the Next Level.

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