The Hanson McClain Strategic Advisors Select Partner Management Program has been developed to address the core areas of your business to position your firm for successful client acquisition and retention.

Our selected partners may benefit from the following key management support systems: 

Marketing Programs: Hanson McClain Strategic Advisors can assist you in creating direct and niche marketing programs to support and grow your business. Our program outlines strategies and provides materials to help you keep your clients engaged with their ongoing investment plan. CRM Management: Our advisors may work with you to manage your Customer Relationship Management (CRM) database for effectiveness and efficiencies. If you don’t currently have a CRM, we will analyze and recommend a system that may work best for your practice.

Work Flow Management: Hanson McClain Strategic Advisors can help support you in evaluating and developing office procedures to ensure you are making the best use of your valuable time. Hanson McClain Strategic Advisors can offer strategic advice and direction to help you manage critical business processes. We have time-tested processes and procedures for nearly every business model and can develop a plan, as well as detailed checklists, to ensure implementation.

Technology Review: We can review your current technology assets and suggest areas where you may capitalize on current technologies to create greater efficiencies. From database and information storage, to security and network systems, program advisors may offer solutions and systems to help streamline your practice.

Staffing: Hanson McClain Strategic Advisors provides valuable assistance to our partners in establishing guidelines on recruitment, staffing, hiring and personnel. From office planning to a hiring strategy, you can grow with the assurance that you have a strategic partner working with you every step of the way.