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The Stratos Practice Management Consulting Group is committed to the success of our financial advisors and the investors they serve.  Through a consultative process we work with you to understand your unique business challenges and help charter a course to get your practice where you want to be.

Regardless if you are a newer advisor or already running a 7-figure practice, there is always room for improvement.  In a very individualized way, our consultants work with you to capitalize on your strengths as well as help identify and develop other areas that will result in improved profitability, client growth & retention, and overall advisor satisfaction.


Although each practice is unique, there are several common areas where the Practice Management Consulting Group delivers guidance:

  • Creating a unique & differentiated value proposition to help better stand out from your competition

  • Building capacity and scalability in your business

  • Achieving exponential growth through more effective marketing practices

  • Optimizing human capital for better client service, higher employee retention, and a better work/life balance for your team

  • Exploring best practices from other top-producing teams, both in and outside of Stratos

  • Practice valuation and benchmarking assistance

  • Merger & acquisition support

  • Legacy planning and succession strategy

  • Building repeatable systems & processes resulting in a more efficient and profitable business

  • Becoming a “referable practice” in the eyes of your clientele

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