Practice Management

A plan to get
growing.

At Atria, growth is more than a goal—it’s a discipline with defined, practical action steps and experts to help you along the way.

Upgrade the future of your firm.

Schedule a conversation

The pillars of your
practice.

We’ve identified five core components of a healthy firm, and work with you to optimize each one at every stage of your growth.

1

Strategic Vision

Customized based on your personal goals

2

Marketing and Branding

Communicating why you’re the best choice

3

Staffing and Business Models

When, who, and how many to hire

4

Practice Efficiency Through Technology

Building connections and reducing workload

5

Succession and Business Transitions

Accurate valuation and taking the next steps

One-on-one
coaching.

With the direct attention of a seasoned financial services expert, we keep you focused on your goals—and help you overcome any roadblocks.

Schedule a conversation

Marketing expertise
on your side.

Our team of industry professionals is ready to assist with design of logos, websites, and other materials, as well as provide guidance for client events.

Communicating
your unique quality.

Ultimately, we’re here to help you understand what advantages your firm has and how to share that with prospects, so you can continue to grow and help more clients achieve financial success.

Education meets
inspiration.

We bring business and cultural thought leaders face-to-face with financial professionals at our conferences and events, building industry knowledge and professional networks.

Know your value.

Our Practice Value Calculator helps you understand the worth of what you’ve built. Even better, we can help you learn how to grow it.

Practice Value Calculator

Enter your last full year of income:

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Ready to grow your practice?

Schedule a conversation