Practice Makeover: Season 2

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.

Episode 5: The transformation

August 14, 2014 | Runtime: 5:00

Four months after kicking off his Practice Makeover, Ken Podell visits the InvestementNews offices to discuss his firm's transformation.

Episode 4: Three ways to improve clients’ experiences

June 29, 2014 | Runtime: 10:33

Adviser coach Matt Halloran works out a three-pronged approach to improving client segmentation, onboarding and service with makeover recipient Ken Podell.

Episode 3: Mastering a marketing plan

June 16, 2014 | Runtime: 10:39

Marketing guru April Rudin sits down with makeover recipient Ken Podell to lay out the specifics of a comprehensive marketing plan that will get Ken's practice more visibility.

Episode 2: Building a foundation for future success

May 28, 2014 | Runtime: 7:51

In Practice Makeover's second episode, adviser coaches April Rudin and Matt Halloran brainstorm around the most critical changes needed to turn Ken Podell's practice around.

Episode 1: A practice that needs to be a business

May 15, 2014 | Runtime: 7:34

Season 2 of Practice Makeover introduces us to Ken Podell, a Philadelphia-based adviser who is a self-described financial savant, but who needs help building a more focused and efficient business.

Get ready for Season 2 of Practice Makeover

April 15, 2014 | Runtime: 0:23

Season 2 of Practice Makeover heads to Philadelphia with a new adviser in need of assistance, a new team of coaches, and a new host. Get ready to root for another underdog.

 
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