Practice Management

What do we do, and how do we do it?

Table of contents

Overview

Presentation slides for Behavioral Approach to Outsourcing your CIO:

SEM Behavioral Practice Management Prese
SEM Behavioral Practice Management Prese.pdf
4 MB
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There are five steps to establishing a Behavioral Approach for your business:

  1. Assess your strengths and weaknesses
  2. Document how you spend your time
  3. Stress-test your practice
  4. Identify and create baseline portfolios
  5. Implement your behavioral approach
  6. BONUS: Generating referrals

Assess your strengths and weaknesses

Download and complete the forms below to help you assess your strengths and weaknesses.

Assessing Strengths Weaknesses
Assessing Strengths & Weaknesses.pdf
89 KB
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Strengths Weaknesses Form 2
Strengths-Weaknesses Form 2.pdf
285 KB
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Document how you spend your time

Download and complete the form below to figure out how you're spending your time.

Document How You Spend Your Time
Document How You Spend Your Time.pdf
230 KB
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Stress-test your practice

Download and complete the form below to stress test your practice.

Stress Test
Stress Test.pdf
119 KB
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Identify and create baseline portfolios

Download and complete the form below to create your model line-up.

Model Line Up
Model Line-Up.pdf
86 KB
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Implement your behavioral approach

Download and complete the form below for assistance in the implementation of your behavioral approach.

Implementation
Implementation.pdf
76 KB
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Bonus: Generating Referrals

Watch the video below to find out what you can be doing with your extra time you have from not managing your investments.

Click here to download the summary.

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