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Key Management Group is an innovative, practice management firm that partners with independent financial advisors to strengthen and grow their businesses. KMG delivers proven processes and systems to help financial advisors maximize efficiency and enhance their quality of life.

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Anderson-Rich Consulting

Shana Anderson

185 Rec●●●●●●●own Way

CHES●●●●IELD , New Jersey, 08515

US

1.32●●●●3519
sh●●●●●●●●●●●●@yahoo.com

View this contact

Anderson-Rich Consulting

Shana Anderson

185 Rec●●●●●●●own Way

CHES●●●●IELD , New Jersey, 08515

US

1.32●●●●3519
sh●●●●●●●●●●●●@yahoo.com

View this contact

Anderson-Rich Consulting

Shana Anderson

185 Rec●●●●●●●own Way

CHES●●●●IELD , New Jersey, 08515

US

1.32●●●●3519
sh●●●●●●●●●●●●@yahoo.com

View this contact

Anderson-Rich Consulting

Shana Anderson

185 Rec●●●●●●●own Way

CHES●●●●IELD , New Jersey, 08515

US

1.32●●●●3519
sh●●●●●●●●●●●●@yahoo.com

View this contact

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Key Management Group is an innovative, practice management firm that partners with independent financial advisors to strengthen and grow their businesses. KMG delivers proven processes and systems to help financial advisors maximize efficiency and enhance their quality of life.
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1 Financial planning
2 Succession planning
3 Practice management
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9 Transition planning
10 Client meeting preparation
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Home | andersonrichdevelopment.info Reviews

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Key Management Group is an innovative, practice management firm that partners with independent financial advisors to strengthen and grow their businesses. KMG delivers proven processes and systems to help financial advisors maximize efficiency and enhance their quality of life.

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1

Our Story

http://www.andersonrichdevelopment.info/index.php/about-us/our-story

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Key Management Group was started on July 11, 2005 by two long-time friends and work associates, Stephen Bratta and Nicholas Tucker. After years of implementing these systems, they formed Key Management Group to teach other financial advisors how to maximize their productivity and exceed their client’s expectations by using these proven systems and tools. Together, Steve, Nick, and Tony have combined their expertise to offer c...

2

Executive Coaching

http://www.andersonrichdevelopment.info/index.php/services/coaching

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Recent studies show that the financial services industry is becoming more complex: clients are demanding more, profit margins are shrinking, client acquisition is more difficult, compliance is more complicated, and the supply of quality staff recruits has diminished. These trends have led top advisors to re-evaluate their practice and make appropriate changes. Identify and clarify your values and beliefs. With Key Management ...

3

Services

http://www.andersonrichdevelopment.info/index.php/services

Acquisition and Legacy Planning. Take our Quick Practice Assessment Click Here. Key Management Group has four main service categories. Each service is built to compliment the others for an additive, fully integrated solution. Services can be chosen individually, or combined for Our Comprehensive Solution, which includes: Executive Coaching, Practice Management, and Outsourcing Services. Personal and Professional Goals. Tracking All Open Tasks. Tracking RMDs, SPOs, and more. Profit and Efficiency Analysis.

4

Continuity Planning

http://www.andersonrichdevelopment.info/index.php/services/succession-planning/continuity-planning

Acquisition and Legacy Planning. Register for one of our upcoming Continuity Planning Webinars Click Here. Show that as few as 17% of financial advisors have an actionable succession plan, and fewer than half have a continuity plan to protect their heirs in the event of their death or disability. Given that one's financial planning practice is likely his/her largest financial asset, why would they not have a protection plan in place? Procrastination - finding the time to plan. KMG Turnkey Continuity Plan.

5

Quick Practice Assessment

http://www.andersonrichdevelopment.info/index.php/services/take-a-5-minute-practice-assessment

Acquisition and Legacy Planning. Introduction to our Quick Practice Assessment. This assessment covers the six key areas in which we provide services to help financial advisors: Vision and Foundation, Team Management, The Client Experience, Marketing and Acquisition, Business Tracking, and Continuity and Legacy Planning. This assessment should take approximately 10-15 minutes to complete. You cannot save this survey, so please allow yourself enough time to complete the entire survey in one sitting. Yes, ...

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Home

Acquisition and Legacy Planning. Profit and Efficiency Analysis. Welcome to Key Management Group. We deliver comprehensive business solutions to financial advisors. Our promise is to unlock the potential within your practice, accelerate growth, and drive practice effectiveness. We help financial advisors:. We help our clients get very clear about what they are doing. All the small, daily decisions start to build towards something meaningful. Watch a short intro video. One of our Executive Coaches will he...

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