The Art and Science of Practice Management With Kevin Bishopp

Taking your practice management to the next level, nurturing your organizational culture, and improving client experiences might require switching your mindset from advisor to CEO.

In this episode, Duncan MacPherson speaks with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust, about the art and science of practice management — including several actionable ideas for financial advisors.

They discuss:

• What stops advisors from dissociating from clients who are not a good fit
• The impact of professional scarcity on advisor branding
• The difference between client service and client experience (and how to balance them)
• The HOW and WHY of nurturing a cohesive organizational culture
• And more

Tune in now (or download it for later!) by clicking here: paretosys.co/AODM_ep32