Episode 5: The transformation
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
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
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
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
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
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.
