SEE ROTH BLUEPRINT IN ACTION ➤
Turn Chaos into Consistency, Growth into a System
PRACTICE MANAGEMENT OPTIMIZATION WITH PracticePerfectTM
- This isn’t “more coaching.” It’s a business-optimization engine. Eight pillars. One outcome: remove the hidden friction that caps your growth. Your practice runs cleaner, and results become more predictable.
A DMI Strategic Partnership. Powered by Kari Gillenwater, delivered with DMI Advantage.
CLARITY THAT CREATES TRACTION | TEAM + PROCESS ALIGNMENT | PIPELINE + PERFORMANCE RHYTHM
PICK YOUR BOTTLENECK
8 Pillars: Practice Management that creates traction.
People
• Use Kolbe™ Assessments to Uncover Strengths and Gaps
• Align Teams and Shift from Friction to Flow
• Attract, Identify and Retain Right-Fit Talent
• Build Culture through Team Building and
Conflict Resolution
• Drive Accountability, Growth, and Engagement
through Fair Employee Review Frameworks
Processes
• Map a Clear Client Journey to Elevate Client Experience
• Define KPIs/“Rocks” for Leaders and Team
• Optimize CRM for Efficiency and Adoption
• Create Dashboards to Prioritize and Track Progress
• Define Clear Roles so Teams Own their Responsibilities
• Build Frameworks that Ensure Accountability and Results
Positioning
• Provide Brand Audit and Competitive Analysis
• Define Mission, Vision and Value Proposition
• Identify and Clarify Ideal Client Avatars
• Clarify Client Needs and What Firm Solves for Clients
• Craft a Clear, Authentic Company Voice that Aligns
Teams and Engages Clients
Pipeline
• Assess and Leverage Existing Book of Business
• Identify Niches and Opportunities for Organic Growth
• Create Blueprint for Centers of Influence (COI) and
Strategic Alliance Development
• Build Processes for Cross-Selling and Referrals
• Optimize CRM Utilization and Reporting
• Create Pipeline and Activity Reporting Dashboard
Producers
• Assess Advisor Skills and Create Growth Plans
• Define Metrics for Sales Processes and Revenue
• Deliver Sales Coaching Focused on Solving, Not Selling
• Map Sales Activity and Quarterly Sales Cycle
• Build Accountability with Quarterly Review Framework
• Provide Simple Frameworks to Apply Learning
Prospecting
• Equip Advisors with Networking Skills to Better Connect,
Collaborate and Build Lasting Relationships
• Sharpen Advisor Introductions and Pitches
• Strengthen Follow Up Discipline for Better Conversion
• Target Associations and Networks to Expand Reach
• Leverage Existing Networks to Drive Referrals
Performance
• Clarify Leaders’ Unique Ability and Free Them to Focus on
Revenue-Driving Activity
• Boost Productivity through Smarter Time and Activity
Management
• Strengthen Leadership Skills and Provide Accountability
• Elevate Mindset to Expand Perspective and Confidence
• Improve Decision-Making with Strategic Focus Tools
Plan
• Conduct Annual ‘Strategic Summits’ to Set Direction and Milestones
• Translate Vision into a Clear, Actionable Plan
• Establish Quarterly Metrics (KPI/“Rocks”) Dashboard
• Create Team Meeting
Scorecards for Alignment
• Lead Quarterly and Annual Reviews for Accountability
Top Advisors. Real Results.
Real Advisors. Real Results.
Asset-Based LTC Playbook
Asset-Based LTC Playbook
Asset-Based LTC Playbook
Asset-Based LTC Playbook
Asset-Based LTC Playbook
Asset-Based LTC Playbook
Asset-Based LTC Playbook
Asset-Based LTC Playbook
TURN INSIGHT INTO EXECUTION
No hard sell. Contact our Annuity & Life Sales Team to see what the right next step looks like for your practice.
No pushy sales pitch. Contact our Annuity Sales Team to see if this system fits your practice.
- $2M+ cases closed with the software
- Seminar model that pays you back 30:1
- Full DMI support, training, and targeting included
Call 800.322.6342 for more information.
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