Business Tools

Business Tools Sample

Solutions proven to work in the best firms in the country, customized to work in yours.

Best practice concepts are important knowledge; however, they add the greatest value when you can apply them in your own practice in a way that works for you.

Business Tools brings you best practices for building, managing and growing a successful advisory firm by allowing you access to the same tools we've designed and developed in our work helping some of the country's best firms get even better.

Business Tools integrates the thought leadership, intellectual property, structures, systems and processes that are proven to work in top firms, while ensuring every tool and solution can be customized to work in yours.

Each Business Tool is an intelligent web-based engine that guides you through the exercise of designing customized solutions, ensuring seamless integration with your Firm Control Panel, which in turn drives the development of each Business Tool based on data saved and stored through Best Practices Study Series participation and Dashboard updates.

This integrated approach customizes the design process to be specific to your firm without any added work on your part, so that you quickly, easily and efficiently build business solutions to make your business more sustainable, scalable, profitable and valuable. All while making the business of running your business easier than ever.

Here is a preview of just some of the Business Tools that will soon be available on Quantuvis Online:

Business Planning



  • Designing Business Architecture
  • Vision, Values and Goals Planning


Business Development



  • Developing a Brand
  • Creating a Communication Schedule
  • Designing a Referral Program
  • Creating a Sales/Prospect Process

Human Capital



  • Hiring New Advisors and Staff Members
  • Developing an On-boarding Process
  • Designing a Training Program
  • Building a Performance Management Program
  • Creating Career Ladders
  • Creating a Compensation Plan
  • Building a Partnership Track

Operations



  • Designing a New Client Process
  • Building a Client Service Model
  • Transitioning Clients to New/Other Advisors
  • Documenting Firm System

 




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