Welcome to the Emerging Firm Practice Management Program

Introducing the Emerging Firm Practice Management Program as part of NAPFA’s growing portfolio of educational resources.

Every firm wants to grow their business, but growing businesses face a broad range of challenges. Often, it’s solid practice management concepts and skills that can determine a firm’s profitability and successful growth trajectory.

As an entrepreneur no one else but you is responsible for the organization, operation, and overall vision for the business you want to build. You’ve been managing new client acquisition and now it’s time to consider incorporating and expanding your team to increase revenue and strengthen the business over time.

If you:

  • Have total AUM of $30-200m.
  • Typically maintain a team of 1-4 and may be ready to add supporting staff.
  • Are looking to incorporate/understand human capital management strategies.

This is the right program for you!

Learn Practice Management Essentials

Encompassing the results of the FA insight Study of Advisory Firms, the Emerging Firm Practice Management Program includes key learnings on operational processes and technology tools that address top challenges in achieving sustainable growth including:

  • How to employ strategic and business planning to guide the firm into the future e.g., CX, marketing and business development, etc.
  • Exploring ways that technology can create operational efficiencies and scale e.g., CRM, Portfolio Management, Financial Planning, Trading.

Visit TD Ameritrade Institutional for additional resources on:

  • Business development and growth strategies
  • Succession planning
  • Human Capital issues

Want to Learn More Now?

Benefit from this 2019 NAPFA Spring National Conference presentation:

Building your Dream Team

Focusing on human capital and building a high-performance team, this presentation includes:

  • Methods for keeping pace with your growing firm
  • Best practices for building and motivating your team
  • Effective compensation planning, and more

See this presentation in person at the NAPFA 2019 Fall Conference in exciting Chicago!

Register now for the best conference and hotel rates.

Webinar Recordings

Thursday, July 18 - The Next Chapter - Building on Todays Success

Presented by Vanessa Oligino, Director, Business Performance Solutions

Members: FREE / Non-Members: $39.00

Thursday, July 25 - Securing Your Firms Future

Presented by Vanessa Oligino, Director, Business Performance Solutions

Members: FREE / Non-Members: $39.00