practice management

It can be quite challenging for advisers to balance the responsibilities of managing client assets and maintaining their own practice. Many advisers face the additional challenge of having limited staff and resources to assume the responsibilities related to higher level management of the firm’s operations.

HOW WE HELP

Our company has created specific programs to let advisers focus more of their time on working with existing and prospective clients by reducing their time spent on supporting the infrastructure, technology, and scalability of the business. Advisers appointed with Kinetic Agency can access an array of options that have been proven to increase business efficiency, diversify sources of revenue, and reduce overall expenses.

infrastructure

  • Financial Reporting
  • Staffing and Office
  • Policies and Procedures

technology

  • Analysis Software
  • Data Aggregation
  • Information Technology

scalability

  • Sub-Adviser Recruiting
  • Practice Acquisition
  • Cross-Selling Opportunities