Practice Makeover

Take your practice to the next level. With a little advice from the right coaches, watch how InvestmentNews is helping some of the industry’s brightest advisers transform their businesses. Find out more about Practice Makeover

Practice Makeover: Episode 4

March 23, 2014 | Runtime: 4:56

In episode four of "Practice Makeover", we conclude this season by checking back in on makeover recipient Trent Bradshaw three months after the start of his firm's overhaul to see how his business has improved.

Practice Makeover: Episode 3

March 07, 2014 | Runtime: 13:52

Episode three of "Practice Makeover" sees makeover recipient Trent Bradshaw presented with actionable solutions to his firm's three biggest problems.

Practice Makeover: Episode 2

February 20, 2014 | Runtime: 11:30

In episode two of InvestmentNews’ “Practice Makeover”, expert adviser coaches brainstorm and form an action plan for makeover recipient Trent Bradshaw to help solve his firm’s numerous time management problems.

Practice Makeover: Episode 1

February 03, 2014 | Runtime: 9:22

Meet Trent Bradshaw: He's the president of Bradshaw Financial Planning and the subject of InvestmentNews' first "Practice Makeover". In episode one, Trent lays out some of the challenges he has had growing his business in recent years.

 
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