Practice Makeover: Season 1

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

Three steps to improved efficiency

May 20, 2014 | Runtime: 1:30

InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss the highlights from the first season of Practice Makeover.

Episode 5: Checking in on Trent Bradshaw

April 21, 2014 | 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.

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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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.





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