Signator Investors, powered by John Hancock Financial Network, is making a significant effort to help its advisers improve and grow their practices by launching the Signator Practice Management Program and hiring a dedicated five-person team of practice management consultants.
The Signator Practice Management Program helps advisers improve their practices by examining their people, process and technology. Advisers will have the option to work one-on-one with a dedicated consultant – or work on their own – whichever option best meets their unique business model.
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However, in both instances, advisers will receive exclusive access to a suite of online diagnostic tools, designed to help manage and grow their business by driving efficiencies and targeting the appropriate clients for their services.
Led by Senior Director David Weisman, the newly hired practice management consultants are Joe Daly, Steve Johnson, John Nusslein Amy Pierre-Louis, and Peter Wright. Although they will be based in Boston, their time will largely be spent working with Signator practices on site.
In addition, they will host webinars and develop material that can be used throughout Signator.
Matthew Rigatti, vice president of Sales and Field Resources, Signator, said: "As Signator continues to evolve and grow as an independent broker dealer, we want to be known for providing tools and resources that make a difference and help our advisers develop successful practices – that help clients meet their financial goals, that are well run, and that are good places to work. By offering these resources and our new dedicated team focused solely on practice management, we’ll help hundreds of our mid-size practices go from good to great."
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By GlobalDataRigatti explained that some of the resources already had been available to Signator’s top 250 reps and those practices that had entered its annual Practice of the Year competition – and that management had heard how useful they were in evaluating a practice and setting goals for improvement.
Rigatti added: "We’re looking to provide the tools and resources that can make a difference. Along with our advanced market support, retirement plan support, and our robust equity and succession program, we feel this practice management program truly will help advisers succeed."
