PRACTICE MANAGEMENT & CONSULTING
To take your business to even greater levels of efficiency, effectiveness and profitability!
Coaching &
Consulting Services
Stratos's business consulting services provide a confidential analysis of your practice. Experienced consultants provide customized advice and coaching to help you systemize your practice and increase profitability. We offer various levels of consulting support to assist you and your practice regardless of your business stage; from solo start-ups to retirement and succession planning, plus everything in between.
Total Client Engagement
One-on-One
Coaching Engagement
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Two- to three-day on-site visit with an industry-experienced consultant
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Extensive discovery and analysis in the areas of efficiency, workflow, staff productivity, etc
Cohort Group Coaching Engagement
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Six Month Program
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Small group no less than 10
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Six months of cohorts meetings, bi-weekly
Self-Directed Consulting Engagement
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Practice analysis to determine if future revenue is at risk. Includes three reports; Revenue by Household Report, Practice Performance Predictor Report and Assets by Age Report
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Consulting recommendations: increase fees, up-sell, cross-sell, adjust service expectations, release, transfer and sell
What Advisors Say
Greg David
Lexington, SC
“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business. Their willingness to help and the sincerity shown, has never waivered. Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients. The Stratos staff really does make the difference.”
Nina Hajjar
San Diego, CA
“There’s an old adage; ‘Surround yourself with people that are smarter than you.’ This couldn’t be more true and helpful to me in my career. When I joined Stratos in 2011, I was a young entrepreneur looking to join a firm that could provide comradery and resources to help me scale and grow my practice. Stratos exceeded my expectations in terms of resources, but even more so by the culture and company they created. Each advisor, back office staff, or even leadership, truly takes the time to help one another. By being a part of this best in class firm, with great culture, I am now not only a better advisor, but a better business owner, partner, and overall person.”+