Honour Practice Management

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We help our clients develop, streamline and improve their internal business procedures and processes so

they have time to do what they do best - grow their business by attracting and engaging new clients.

-Bob McClister, Partner

Welcome to Honour Practice Management - Honour. Able.

Management Consulting exclusively for Financial Advisory and Wealth Management Firms

You don’t need a sales consultant. You already know how to sell. You don’t need a consultant to show you how to write a financial plan or teach you about investments. You’ve got that all handled – after all, you are ALREADY successful. You didn’t get to be a successful financial advisor without being an expert at your job.

What do you need? You need more time to spend with your current and prospective clients! You need help streamlining your processes and procedures to allow you more time to do what you do best – attract and engage clients – while efficiently and cost-effectively managing your organization. You need a smooth running practice that makes the most of each moment and every dollar. Chances are you are too busy dealing with an avalanche of details to orchestrate the “big picture” of practice management. You may think you don’t have time to implement wide-sweeping practice management measures, but in reality you don’t have time NOT to do that… even though you may not know where to start!

At Honour Practice Management we know where to start, where to go, and how to get there. Just as when you write a financial plan for one of your clients, we too are objective third party expert planners but with regard to your practice management. Why do clients pay your fee? Because you're worth it! Your clients simply do not have the time and/or expertise to do what you do for them. In the long run their returns exceed your fees. In other words, it costs your clients money if they DON'T hire you! Likewise, in the long run it costs your practice money NOT to engage us to do the things for which you do not have the time and/or expertise. With your input and our observations we will assess the overall management of your financial advisory practice. We craft customized comprehensive solutions designed for your firm that involve:

Human Resources

Hiring & Staffing

Managerment & Strategy

Systems & Procedures

Technology & Communications

Workflow Analysis & Job Design

P & L analysis and results

Measurement of other relevant metrics

Don’t need or want it all right now? No problem! We are pleased to offer focused solutions on an a la carte basis instead of a comprehensive consulting engagement. Please CLICK HERE to contact us for more details or to schedule your free 20-minute initial telephone consultation.