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: Season 1

Episode 5: Checking in on Trent Bradshaw

Apr 21, 2014 @ 12:00 am

Runtime: 11:54

InvestmentNews checks back in with Season 1's makeover recipient, Trent Bradshaw, to see how his practice is doing and get his thoughts on the experience of having his practice made over.

Your Practice Partner

Valuable information and assets provided by OppenheimerFunds, this season's sponsor of Practice Makeover.

Your Practice Partner

Practice Management tips and commentary on the first season of Practice Makeover, brought to you by OppenheimerFunds.

Don't just throw bodies at the problem

To manage those practices both administratively and operationally required one staff person for every 1-1.5 million in production.

Put Pressure On Systems, not People

We too often throw bodies at the problem without fixing the underlying issues. Instead if hiring superheroes to run a chaotic business, create a systemic practice where everyone can thrive.

How to grow your practice in today's complex marketplace

There are two fundamental business models for organizing your business: A sales business model, or a professional practice. Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds walks through the major differences and issues.

Don't allow yourself to become digitized, marginalized or off-shored

Don't allow yourself to become digitized, marginalized or off-shored.

Control Access

Controlling access allows you to plan, prepare and execute on meaningful consultation with your best clients while creating capacity to manage and grow your business.


What do you think?

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About Practice Makeover

Over the last 15 years, InvestmentNews has heard - and told - the stories of thousands of advisers. Now we are going one step further: InvestmentNews is now working with some of the industry's top coaches to identify advisory firms that are in need of a "Practice Makeover". Our mission with this exclusive show is to help advisers take their practices to the next level - while providing our audience with practice takeaways that they can apply to their own businesses.

Need a Makeover?

Tell us why and perhaps you and your practice will be featured next season.

Thank you for your submission.