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NPC Pursuit Program

Practice Perfection

Our practice management division, the NPC Pursuit Program, was founded on the belief that, to truly bring about positive change in our Advisers' businesses, a successful practice management program must be completely customized to their unique needs with support from a concerted team approach.

The real foundation of our tailor-made practice consulting, coaching and education programs lies in the knowledge and experience of the Pursuit team. Each consultant brings an integral area of expertise to the table and understands your distinct needs and challenges.

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Kevin Nentwich - Financial Consultants of America, Richmond, VA
Kevin Nentwich
“The most important thing NPC’s Practice Management program did for me was to get me to focus on the business, as opposed to spending all my time working in it. It forced my operations manager and me to look at specific procedures, such as marketing and hiring, and to implement ways to improve the overall profitability of the firm.”

Assess & Aspire

Where Are You Now and Where Do You Want To Be?

Assess is an interactive, web-based assessment tool designed to give you a clearer view of the state of your business as it compares to other best practices. The data you enter will be analyzed and categorized into several key business performance segments such as business planning, technology, time management, operations and workflow, among others, and the corresponding results will clearly illustrate the challenges and opportunities in your practice.

Your complimentary Aspire consultation with one of our dedicated practice management consultants provides a perfect complement to your Assess results, as a Pursuit team member can assist you in understanding and analyzing your report, and will work with you on next steps for refining your practice and defining your goals moving forward.

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Virgil Kahl - Spring Ridge Financial Group LLC, Wyomissing, PA
Virgil Kahl
“The best thing about this program is that, without it, I wouldn’t be taking the time to work on my business instead of just in my business. The program forces me to take time to look at the state of my practice instead of simply serving clients. You cannot place a price tag on what you guys do... it is priceless.”

Balance

The Search for Symmetry

The Balance program is an ongoing journey dedicated to helping you find, create and maintain your own unique professional and personal life balance. While customized based on your specific needs, the basic structure allows you to continually refine and adjust your balance goals on a daily basis, both during and well beyond completion of the program.

Throughout the program, our team of consultants will provide you with the expertise, organizational tools and support to help you stay focused on your purpose. Our proprietary Life Ledger application provides you with a tangible metric to view and track the progress you've made, while keeping you aligned with your goals on the path to finding the balance that is right for you.

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Discover

How Do You Satisfy Your Curiosity?

The Discover program offers a wealth of complimentary Webinar sessions and events designed to provide Advisors with knowledge, instruction, and continuing education on a variety of relevant practice development trends.

The Discover series of events includes our popular quarterly “Top Producer Success Stories” Webinars, as well as focusing on

  • Elements of Branding and Marketing
  • Building Strategies That Work
  • Creating Office and Workflow Efficiencies

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