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Practice Management Program

CNL Securities’ Practice Management program is designed to help financial advisors manage their business and their lives more successfully. The program also features the skills and insights of Dr. John A. Rhodes, Jr., vice president of Practice Management for CNL Capital Markets Corp., an affiliate of CNL Securities.

Program Details

Our educational tools provide financial advisors with information to help them balance their work-life schedules and reach their professional aspirations. Areas addressed as part of our program include:

  • Growing your business
  • Goal setting
  • Strategic planning
  • Relationship and communication skills
  • Time management and motivation
  • Life purpose and focus

Practice Management Program Offerings

We offer a variety of articles, presentations and other tools for the benefit of financial advisors. Our Practice Management materials are available to all financial advisors.

Title Article Worksheet/Flyer Booklet Presentation/Webinar
Are You Prepared for the Next Generation?    
Developing Your Client Appreciation Program      
Do You Have an Out-of-Office Plan?      
How to Keep Your Best Clients  
Do You Have an S.O.S. Strategy?      
Succession Planning: The 10 Most Important Non-legal Questions  
What’s Your Client Meeting Score?      
What's Your LifeScore?    

Data is subject to change

To request copies of our available materials or to attend an upcoming webinar, contact your CNL Securities wholesaler at 866-650-0650.

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