Practice Management

Align Your Strategy, Your Players and Your Execution

We build productive, positive, and scalable teams that reflect your organization's unique personality. From high-level strategy, vision, and mission planning, down to the granular details of how you schedule, execute, and record client interactions - we ensure everyone is operating as a cohesive unit.

We help financial advisors become CEOs who are driving the ship, and we ensure that your team seals the cracks and follows the plan. Hundreds of practices have achieved new levels of success by using our proven tools for strategizing, systematizing, and syncing.

Lead Your Team

Whether you need coaching at the top or hands-on support throughout all levels of your organization, we have a right-sized solution for your needs.

We help create, define, and fill roles within your practice. We build healthy, happy, and productive teams - focusing on personal accountability, team communication, effective systems, and outstanding client service.

How the Service Works

Our Practice Management Team customizes our service based upon your unique needs. In general, our engagement follows this path:

Step 1.

Learning About You

Learning About You

Like all meaningful relationships, we spent time learning about you. Some advisors begin with our Complimentary Quick Practice Assessment, while others prefer the In-Depth Practice Assessment where we interview key members of your team.

Step 2.

Getting Clear

Getting Clear

Our fact-finding exercise helps us understand what makes your practice unique. We take an in-depth look at your point of departure and help you get crystal clear about where you want to go.

Step 3.

Taking Action

Taking Action

Some advisors simply want an accountability partner, while others are seeking a complete overall of their systems. Whether you just need a little nudging or hands-on help with the technical details - our team can drive you to success!

Practice Management Services

We offer a range of services for your unique needs. Some of our engagements are short-term and some are long-term. Some of our services are designed for the CEO of the business, and others are for the team. Before you engage with us, you will receive a detailed proposal explaining which service is recommended for your unique situation and what the focus of the service will be.

Executive Coaching

Work 1-on-1 with an Executive Coach on all aspects of your practice. This service focuses on providing guidance, accountability, and expertise to the CEO of the business. Areas covered are wide ranging - from hiring, motivating and retaining staff to business planning and goal setting to achieving work-life balance. Move forward in all aspects of your business with confidence and clarity.

Operational Performance

Our Operational Performance package was designed for practices that need help getting organized. We help your team implement specific systems and tools to solve your biggest problem areas. We address issues such as: integrating recently purchased clients, staff changes, transitioning clients to an AFA, and more.  Implementation of most solutions generally takes about six months. 

Comprehensive Practice Management

Our Practice Management team works with you and your team on an on-going basis to achieve the highest levels of success. We train your staff using our proprietary systems to streamline workflow, set up model work weeks, and deliver world-class client service. Key Management Group's practice management team frees you from the details of running your business and allows you to focus on growth.

Two Ways to Get Started

We offer two different types of assessments for advisors who are interested in learning about our services.

Quick Practice Assessment

  • Our Online Practice Assessment was designed for all types of advisors (solo practitioners to team practices) who are interested in exploring our services but don't know where to begin. This includes a high level assessment and 1:1 meeting with one of our Executive Coaches.

  • Learn More

  • There is no fee for this service. If additional services are recommended, you will receive a detailed quote.

  • Complimentary

In-Depth Practice Assessment

  • This service was designed for advisors with staff and team practices who want a thorough and unbiased view of their operation with actionable recommendations. This includes both a business valuation and a detailed review of the roles and responsibilities in your practice.

  • Learn More

  • This price includes a Business Valuation. Price for non-Ameriprise practices is $300 more.

  • Price for Ameriprise Practices - $3,495

Practice Management Team

Ben ThelenTeam Leader, Coach
Ph: 734.294.5206
Brandi HarveyCoach
Ph: 248.218.1274
Brogan ProbertCoach
Ph: 248.602.3768
Dawn RemCoach
Ph: 248.404.9667
Nicole MeehanHiring Consultant
Ph: 248.404.9660
Stacy SchafferTrainer
Ph: 248.509.2437
Brandon SmithTrainer
Ph: 248.397.1618
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