Where should you focus your attention—growing revenue,
expanding your team, streamlining operations? Taking your business to the next
level requires true dedication and a thoughtful plan. The Quest4Excellence
program guides you through complex business decisions
while helping you establish a framework to achieve your desired level of success.
Focus on how to identify and implement the key drivers of growth for your practice. Discover ways to maximize productivity, invest in your team, develop a successful referral process, improve time management, implement strategic marketing and more. A dedicated business consultant will guide and support your Quest4Excellence.
Advisors must meet select criteria to qualify for Quest4Excellence and agree to a year-long commitment to the program. Participants are required to attend monthly conference calls (hosted by internal and external subject matter experts), join regular meetings with a business consultant, complete assignments and track their business plan, goals and progress in our practice management system, Pentameter®.