An Advisor's Career Path

As advisors grow their practices, their roles change. We have identified four distinct phases that most practices go through: Solo Advisor, Advisors with Support, Team Practices, and Transitioning. In each stage, advisors face unique business challenges that require different skillsets to breakthrough to the next phase.

At Key Management Group, we focus on the tools, systems, and expertise needed in each phase to help advisors overcome hurdles and get to the next level while honoring the uniqueness of their practice.  

Solo Advisor

Doing It All

As a Solo Advisor, you must carefully balance client service, new client acquisition, and everything else from making coffee to answering calls.

We help you build achievable business goals that maximize your time.


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Advisors with Support

Building and Scaling

In this stage, you must effectively organize, delegate, and communicate as you take on a new role as an employer.

We help advisors maximize their operations.


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Team Practices

Defining Your Brand

Your practice may now have multiple producers. You are building a brand and must think like a CEO more than an advisor.

We help advisors become effective business owners.


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Transitioning

Leaving a Legacy

You have built a meaningful practice with clients and employees whom you love - but it is time to think about what is next. We ensure you have a smooth transition that honors the legacy that you have built.


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Already Know What You Need?

We offer quick purchase options for some of our most popular services. We have done everything to take the pain out of getting started.

  • Transparent, Fixed Pricing
  • Easy Credit Card Payment
  • Minimal Paperwork
  • Streamlined Process

Click on the button to purchase. After your submit your info, you will receive emailed instructions for the next steps.

Quick Purchase Options

In-Depth Practice Assessment

In-Depth Practice Assessment

Our In-Depth Practice Assessment was designed for advisors who would like a fresh set of eyes on their practice. We complete a detailed evaluation of your practice - including a thorough review of the roles and responsibilities of each individual on your team. During this process, we identify your strengths and drill down to specific areas that need improvement.

What's Included:
  • Business Valuation
  • Practice Deep-Dive
  • Employee Interviews
  • Written Summary
  • Consultation with an M&A Expert
  • Consultation with a Practice Management Expert
Cost: $3,495
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Not Sure What You Need?

Our online practice assessment was designed for advisors who are interested in exploring our services but don't know where to begin. This assessment requires less than 20 minutes of your time.

What's Included:
  • Summary of Strengths & Weaknesses
  • Consultation with a Practice Management Consultant
  • Recommendations of Services
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