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Practice Management

Your relationship with Cutter & Company provides you with access to outstanding practice management support programs designed to help you enhance your success and create the practice you envision through a combination of people, processes and enabling tools. We assign to you a “Personal Coach” for best practice ideas, implementation and progress tracking support. Through our relationship with First Clearing¹, we are able to provide a suite of integrated tools and technology which will help you build and maintain your growth plan.

The “Growth Accelerator®” program is one of the benefits of our partnership with First Clearing. This coaching program is comprised of online courses and hands on workshops. The program entails evaluating your existing practice, while developing goals for the practice of your dreams. You tell your clients how important it is to plan, and it’s no less important for you.

The Growth Accelerator program connects you to resources and expertise that can help enhance your practice. It combines professional development offerings with practice management reviews, ongoing one-on-one coaching, best practices and resources to help you fully leverage product and technology platforms. Consider the Growth Accelerator program if your goals include strengthening client relationships, increasing the efficiency and effectiveness of your practice, and accelerating the pace of attracting additional clients.

 

¹First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Growth Accelerator® is a registered service mark of Wells Fargo & Company and used under license.