We are excited to announce that our group is partnering with AssetMark to provide practice management consulting through their Leadership Advantage program.
                                                           
                                                           
Hi

We are excited to announce that Gateway's Leadership and Marketing teams have partnered together with AssetMark to provide practice management consulting through a Leadership Advantage program. This program is designed to provide a scalable practice model and content focused on increasing efficiencies, enhancing productivity and procedures. It will also bring Gateway advisors together to collectively work on our practices.

The Leadership Advantage program includes two workshop-style retreats - one in Chicago, IL from October 9-10th, 2023 and one in Salt Lake City, UT in May of 2024 for in-person training, in addition to monthly consulting webinar sessions for implementation – because these routines and systems aren’t built overnight.
BENEFITS
Advisors who are looking for a clearly defined plan of action and know it is time to drive growth and development in a way that holds them accountable and delivers results can benefit from this program. Here's how:
  • Create a clear vision for their business
  • Consistently deliver a personalized experience to their clients
  • Develop a systematized approach to maintaining strategic relationships and referrals
  • Gain more control of their time - personally and professionally
  • Leverage technology and systems to improve business performance
  • Maximize talented staff through effective planning
  • Create an efficient, sustainable, profitable business
Upon completion of the course, including attendance at both retreats and at least 10 webinars (live or by replay) and delivery of at least 2 completed course tools, Gateway Financial Partners will reimburse 50% of the cost of travel and lodging for retreats (or 100% if you are a Gateway Growth Partnership Advisor).
The AssetMark practice management model, content, and resources focus on these core quadrants: 
  • Managing Your Practice
  • Marketing Your Business
  • Optimizing Your Operations
  • Empowering Your Team
Within these quadrants are various subjects (empowering your team, building COI relationships, leveraging technology, etc.) that are essential to building a satisfying, sustainable and efficient infrastructure. Leadership Advantage gives us the space and structure to do this in a way that is perfect for our own practices without starting from scratch.
INTRODUCTORY MEETING
To give you a more detailed overview of the program, we’re hosting two introductory webinars. Please sign up for one of these two webinars by clicking on the link below:
Sign Up for Intro Session
Link Text
OUR FEATURED SPEAKER
Rachel Rauch
Before embarking on a 10-year career as an independent Practice Management Consultant, Rachel helped build a wealth management group that grew from solo practice to 15 advisors in multiple locations over the course of a single year and was Director of Practice Management for a firm of 75 advisors with a wide range of team and staff structures and goals. This experience solidified her belief that in any situation, there is a way for everyone to get what they need - and more. With practicality and curiosity, she has helped hundreds of advisors and their teams move from vision to reality with clarity and cohesiveness. She has held FINRA 63 and 7 licenses, along with Life, Accident, and Health Insurance licenses in several states.
This is an exciting and valuable program for our firm to capitalize on, and we are looking forward to hearing your thoughts! If there are questions, please let us know. 

We look forward to seeing you!

In Partnership,
Gateway Financial Partners
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