• MitchAnthony.com
 
INCLUDED IN PROGRAM
 

BASIC PROGRAM: $695

  • An on-line assessment questionnaire that compares your practice to best practices in eight key areas. The assessment generally takes under an hour to complete and the results are e-mailed to you within 60 minutes.
  • A 90-minute session with our Practice Management Consultant and a third party of your choice. During the call, you will identify the top action steps that will have the most immediate and meaningful impact on your practice, and determine what resources are available to implement the steps. The third party participating in the call needs to be someone who will be holding you accountable in implementing the action steps established during the call.
  • A follow-up 2-page report that recaps the key discussion points of the call.

DELUXE PROGRAM: $895

  • For advisors looking for a more comprehensive program, we offer a Deluxe Program that includes an additional 2 hours of customized coaching for ongoing implementation and accountability strategies.

PREMIER PROGRAM: $1,295

  • For advisors looking for the most comprehensive program available, we offer a Premier Program that includes an additional 6 hours of customized coaching for ongoing implementation and accountability strategies.


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