Our Process
Division Managers, Regional Managers, Complex Managers, Branch Managers:
- Are you on track to meet or exceed your profitability goals? If not, do you know why?
- Do you invest in effective workforce planning to build great teams, increase productivity, improve communications and resolve ineffective working relationships?
- Are you looking to fine-tune your “success edge”?
The current market and business climate continues to vex the most accomplished advisors and managers. You have more stress and less to show for it. Do you have a nagging suspicion that there might be a better way? Take heart, there is a solution. Are you ready to take the first step? Profit Trend Partners is ready to help!
What is Profit Trend Partners?
Profit Trend Partners, a division of Veloces Enterprises LLC, is a fee-based certified coaching practice and publishing company serving managers in the financial services industry. Profit Trend Partners has its roots in twenty-five years of successful financial services marketing, sales, management, and business growth leadership.
What do we do?
Profit Trend Partners uses a goals-based model and state-of-the-art screening to analyze your business process, your profitability, and your personnel’s effectiveness. You will participate in a strategic and tactical evaluation of your business. We will help you craft a plan to achieve both your organizational and personal dreams, and then we will stick with you to define responsibilities, uncover leverage, and assure the personal and business growth you seek.
How do we do it?
Profit Trend Partners uses the following steps to achieve results:
- Metrics Review – Break even Analysis, Revenue Model, Profit Model, Asset Growth Model, Capacity Utilization Model.
- Metrics Projections – Revenue Projections, Profit Projections, Asset Growth Projections, Capacity Projections.
- “Vision” Analysis – We assist you in defining your motivation, and energizing your passion to prepare for the future.
- The Plan – The steps to achieve the “Vision.”
- “Blocking and Tackling”- Activities and accountability for stakeholders and staff to increase revenues, increase profit margins, decrease turnover, and improve the culture.
- “Find the Leverage” Matrix – Yielding more time, more income, greater enterprise value.
- The Evolution – Capturing the dynamics of personal and business vision; the changes and its impact.
Who do we do it for?
Profit Trend Partners specializes in working with entrepreneurs in Financial Services organizations including Division Management, Regional Management, Complex Management, and Branch Management. We help you uncover your opportunities and leverage points, and then help you devise your own “road map” to achieving what you seek.
What makes us different?
This is not text book branch management. This is a cutting-edge process delivered by someone who has “walked the talk” and knows how to get results. As “partners” we evaluate what “is,” uncover what “will be,” craft a well defined plan to get you there, develop core competencies and skills to help your plan become a reality, regularly monitor your progress adding new skills as needed always focusing on your future and your desires. We are with you every step of the way!
We will provide the tools and framework to help you help your advisors gather more assets, increase productivity, and work smarter not harder. We will give you a process to help improve branch efficiency and effectiveness. We will expose you to ways to change branch culture and evolve the concept of “team” into a powerful, homogeneous work environment. We are committed to helping you find what you need to achieve your dreams.
Why should you engage our services?
Are you looking for greater productivity? Are you looking for greater market share? Has your view of the future become cloudy? Are your employees harder to manage or to motivate? Do you want more income? Do you want results? Do you want to bullet-proof your career? Do you want to be the absolute, undeniably best financial services organization in your market?
You Expect Success! “YES” is our mantra.
Contact us to learn more.
