About Jim Harris

Jim Harris formed Financial Practice Management in the spring of 2004 with more than 20 year of experience as a financial professional. He has over a decade of professional wealth management and financial planning experience in addition to over a decade of coaching, mentoring and consulting experience with financial professionals. Jim has invested years learning from the success of other experienced advisors and financial professionals all the while developing has own proven brand of financial practice management call "Professional Practice Management". His brand is based on his personal success and the guiding principle that success can best be achieved by a targeted approach he calls "Success by Design". Over the course of his career, he has successfully earned a reputation as "The Professional Practice Management Expert".

Propelled by his commitment to excellence and his leadership, Financial Practice Management is fully dedicated to helping financial professionals build their own superior wealth management practice and achieving extraordinary results. As the pioneer and leader in the field of this holistic yet targeted brand called "Professional Practice Management" it is his mission to maintain Financial Practice Management's premier status as the consultants of choice to highly motivated financial professionals.

Brand Yourself for Success

June 20, 2011 By Jim Harris Leave a Comment

Branding yourself is much more than just having a logo or a few marketing pieces that look professional. Understand the endeavor of branding must go well beyond merchandising your practice. Branding yourself successfully requires a comprehensive personal marketing campaign that is on-going, not just a short term project that is completed after you’ve created your advertising and marketing materials to promote your practice.

Branding is the act of building and maintaining an image that attracts the right type of prospects and clients to you. If this sounds a lot like your perception of marketing, you’re right. Marketing and branding are completely interrelated. Your brand is what you should be marketing and you must market yourself for success. To achieve extraordinary success, create a brand that is superior to your competitors. Read More

Filed Under: Sales & Marketing

5 Step Process to Design Client Meetings for Success

April 20, 2010 By Jim Harris Leave a Comment

Individual meetings with prospects and clients are the back bone of the wealth management and financial planning process. Your level of success will greatly depend on how prepared you are to conduct those meetings and the professionalism you exhibit during each meeting. As a professional advisor, you should develop and adopt a general planning process that your practice will use to navigate the clients through the full planning cycle. This general planning process must be integrated into and be complemented by a variety of meetings that will be needed along the way. Read More

Filed Under: Client Management

What is Professional Practice Management?

September 21, 2009 By Jim Harris Leave a Comment

Earning more money than you’ve ever earned before is one of the primary goals and motivations behind the concept of Professional Practice Management. However, it is more than just making it to the next level of production; it’s building a financial services practice that maximizes your personal vision of success. Every financial professional has their own vision of success that includes a variety of unique characteristics and objectives that will provide current and long-term fulfillment. Achieving true success is more than just a destination; it’s the professionalism you exhibit all along the way that produces lasting satisfaction from your achievements.

Professional Practice Management strategically customizes every aspect of your financial services practice to help you achieve extraordinary results. Making a commitment to Professional Practice Management is all about maximizing your opportunities and your productivity to realize a superior level of dynamic revenue growth that is both sustainable and delivers personal satisfaction. Read More

Filed Under: Practice Management

The Ten Commandments of Professional Practice Management

September 21, 2009 By Jim Harris Leave a Comment

The Ten Commandments of Professional Practice Management

Pledge to be a master at Professional Practice Management. Dedicate your skills and resources to achieve your goals and the vision of success for your practice.
Be totally committed to providing a world class experience for all prospects and existing clients. Take personal responsibility to ensure excellence in all phases of the client’s experience.
Have no fear of rejection. Be relentless in your pursuit of client acquisition and bringing assets under management. Utilize persistence and determination to propel you forward.
Be a winner and continue to raise your personal standards. Track your progress daily and refuse to lose. Winners always keep score.
Be strategic and maintain discipline in prioritizing your activities. Focus most of your time on high-impact activities and tasks. Read More

Filed Under: Practice Management

Describing Your Practice With Success

September 21, 2009 By Jim Harris Leave a Comment

How skilled are you at describing your practice in great detail? Your aptitude and competence at delivering your message will have a profound affect on your level of success. You must continue to improve your ability to provide a clear picture of what a prospect will experience as they begin their journey through your discovery process and throughout the planning cycle as a long term client. Exactly what you say about your practice and how you describe what can be expected each step of the way will make all the difference. You should be an expert at explaining every aspect of your practice that they will encounter. This skill needs to go well beyond your ability to introduce yourself and your practice in the first minute of a conversation. You must be able to provide a level of clarity that inspires confidence in your professionalism. Read More

Filed Under: Sales & Marketing