ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The Art and Science of Practice Management With Kevin Bishopp (Ep. 32)"
Episode Synopsis
Taking your practice management to the next level, nurturing your organizational culture, and improving client experiences might require switching your mindset from advisor to CEO.
In this episode, Duncan MacPherson speaks with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust, about the art and science of practice management — including several actionable ideas for financial advisors.
They discuss:
What stops advisors from dissociating from clients who are not a good fit
The impact of professional scarcity on advisor branding
The difference between client service and client experience (and how to balance them)
The HOW and WHY of nurturing a cohesive organizational culture
And more
Resources:
Practice Management Index (PMI)
“On Competition” by Michael E. Porter
Connect With Duncan:
Pareto Systems
1.866.593.8020
Schedule a Call
Duncan on LinkedIn
Connect With Kevin:
First Trust
LinkedIn: Kevin Bishopp
LinkedIn: First Trust
Promotions:
The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
ProudMouth – Be Your Own Loud
About Our Guest:
Kevin Bishopp is a Vice President and Performance Coach for the Advisor Consulting Group at First Trust. His focus is the best practices and mission-critical strategies that propel professionals/firms to be truly unique within the industry. His insights into key metrics, resource allocation, team structure, marketing and client acquisition equip professionals/firms to make high-quality strategic decisions that can generate dynamic results. Prior to joining First Trust, Kevin spent 12 years with Russell Investments, where he held positions as Director of Practice Management, RIA
Channel Head and Business Development Director. In those roles, he focused on coaching, content creation, sales management, national account management, and business development. Before joining Russell Investments, Kevin spent 5 years as a wealth manager for The Bishopp Group LLC, a family-owned wealth management practice. In 1994, he started his career in financial services as an associate for Principal Financial Group. Kevin holds an MBA from the Michael G. Foster School of Business at the University of Washington and a BA in Finance from Eastern Washington University.
In this episode, Duncan MacPherson speaks with Kevin Bishopp, Vice President and Performance Coach for the Advisor Consulting Group at First Trust, about the art and science of practice management — including several actionable ideas for financial advisors.
They discuss:
What stops advisors from dissociating from clients who are not a good fit
The impact of professional scarcity on advisor branding
The difference between client service and client experience (and how to balance them)
The HOW and WHY of nurturing a cohesive organizational culture
And more
Resources:
Practice Management Index (PMI)
“On Competition” by Michael E. Porter
Connect With Duncan:
Pareto Systems
1.866.593.8020
Schedule a Call
Duncan on LinkedIn
Connect With Kevin:
First Trust
LinkedIn: Kevin Bishopp
LinkedIn: First Trust
Promotions:
The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
ProudMouth – Be Your Own Loud
About Our Guest:
Kevin Bishopp is a Vice President and Performance Coach for the Advisor Consulting Group at First Trust. His focus is the best practices and mission-critical strategies that propel professionals/firms to be truly unique within the industry. His insights into key metrics, resource allocation, team structure, marketing and client acquisition equip professionals/firms to make high-quality strategic decisions that can generate dynamic results. Prior to joining First Trust, Kevin spent 12 years with Russell Investments, where he held positions as Director of Practice Management, RIA
Channel Head and Business Development Director. In those roles, he focused on coaching, content creation, sales management, national account management, and business development. Before joining Russell Investments, Kevin spent 5 years as a wealth manager for The Bishopp Group LLC, a family-owned wealth management practice. In 1994, he started his career in financial services as an associate for Principal Financial Group. Kevin holds an MBA from the Michael G. Foster School of Business at the University of Washington and a BA in Finance from Eastern Washington University.
In God we trust