PRACTICE MANAGEMENT & CONSULTING

To take your business to even greater levels of efficiency, effectiveness and profitability!

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Business Meeting

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

  • Two- to three-day on-site visit with an industry-experienced consultant
     

  • Extensive discovery and analysis in the areas of efficiency, workflow, staff productivity, etc

Cohort Group Coaching Engagement

  • Six Month Program
     

  • Small group no less than 10
     

  • Six months of cohorts meetings, bi-weekly

Self-Directed Consulting Engagement

  • 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
     

  • Consulting recommendations: increase fees, up-sell, cross-sell, adjust service expectations, release, transfer and sell

What Advisors Say

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Jeff Brown
Founder, BWM Financial

"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”

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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.”

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