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Speaking engagements often spark change, but creating a lasting impact may require more. When full-time coaching isn’t feasible, fractional practice management offers the perfect balance. It provides extended support before and after events, reinforcing key messages and fostering long-term behavioral shifts—all within your budget.
Tailored solutions for long-term success
Fuss Success Builders offers customized consulting to address your firm’s unique challenges. We work with various (k) institutions, delivering targeted solutions to achieve your desired outcomes.
Ensure consistency across all client-facing departments—Sales, Education and Relationship Management—with our 2-day “Presentation Success” program. This intensive training covers content organization, delivery techniques, and practical exercises to create compelling, action-oriented presentations that align with your brand standards.
Struggling to get follow-up meetings with advisors? Our “Train the Trainer” program empowers wholesalers with licensing for non-product tools and resources to consult on practice-enhancing topics. By offering more than just product information, you’ll stand out from the crowd, potentially securing more appointments and increased sales.
“Coaches (k)orner” grants an institution licensing rights to display our practice management content on their website and allow plan advisors to access it. A refreshing alternative to typical technical content, these presentations, workbooks and videos focus exclusively on practice-building strategies to boost the Big 3: wins, retention, and efficiency.
Fractional practice management offers an ideal solution for firms seeking expert guidance without the commitment of a full-time coaching position. It reinforces speaking engagement insights, provides tailored strategies, and drives continuous improvement for advisors, teams, and organizations alike.
Customizable Engagement Options
Depending on your needs, our Fractional Practice Management engagements may include:
