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What’s Your Next-Level Move?
Tom Singler, AVP, Portfolio & Practice Management Consultant, reveals how we can help you to break plateaus and drive real practice improvement.
Watch Video

We Are Distinctively Active in Everything We Do – That Means a Differentiated Experience With Measurable Results

When it Comes to Practice Management Consulting, Experience the Touchstone Difference

Not only does our Practice Analysis Review (PAR) approach deliver a comprehensive suite of offerings with a plan we develop together – but it is also based on a Financial Professional’s needs AND our extensive diagnostics – that can be broken into manageable steps.

Get Foundational Knowledge from Our Experience

10+ Years of Experience

5,000+ Consulting Engagements Complete

125,000+ Consulting Hours

"Touchstone’s accountability model really sets their program apart. When combined with their actionable tools, PAR truly helped us elevate our business."

– Broker Dealer CIO

See Proven Impact – 2024 Results That Inspire Action

+29% Average Change in Assets

-17% Average Reduction in # of Orphan Investments

+36% Average Increase to Advisory

See Case Studies

We Begin with Discovery

We use our PinPoint Analytic Tool to develop a score for the current state of the practice based on qualitative & quantitative analysis of the responses. This helps identify areas of opportunity and drives deeper discussion. Together we develop a targeted, actionable plan.
PAR Module infographic listing out Discovery connecting to five modules: Structure, Growth, Service, Efficiency, and Diligence

Practice Management Consulting Program Modules

For each module, there are many practical applications to explore - tailored for which ones best meet the specific needs of the practice.

  • STRUCTURE: What could you or your team do better to improve the way you work together?
  • GROWTH: How are you generating growth today? How is that playing into your upcoming growth plan?
  • SERVICE: What do you think could make your team better or more competitive at serving clients?
  • EFFICIENCY: How do you ensure your business is operating as efficiently as possible?
  • DILIGENCE: How are you managing investments today? What could be better?

With Touchstone, Financial Professionals Get a Partner, Coach & Mentor

We Know Life Gets in the Way – What Have We Learned Over Time?

Executing strategic plans can be challenging, even when they make perfect sense. This is why Financial Professionals cite how actively we partner with them as a critical factor in their success with Touchstone’s Practice Management Consulting Program. Our plans are realistic and broken down into simple, bite-sized tasks that fit into anyone’s workweek. We act similarly to a personal trainer, with a focus on accountability because when Financial Professionals succeed, we succeed.

Get Ready to Take Your Practice to Top Tier

We have a seasoned team of Practice Management Consultants at the ready who are eager to offer guidance and monitor progress every step of the way. What Happens Next?
Number 1

DISCOVERY

Once you use the “Get Started” button below to send us your information, a Touchstone Practice Management Consultant will contact you to discuss your needs and answer any questions that you have. If you decide that you want to move forward, you will receive a link to use PAR PinPoint to assess the current state of your practice.

Number 2

FIT

Your Touchstone Partner will meet to review the PinPoint scores and results, to discuss the areas of greatest opportunity and which of the Practice Management Consulting Program Modules might be the best fit.
Number 3

DEFINE SCOPE

A regular cadence of meetings will be scheduled to cover development of the customized plan and to discuss and agree upon what steps need to be completed before the next meeting.
Number 4

EXECUTION & ACCOUNTABILITY

At each meeting progress is measured and adjustments are made, if needed, then next steps are established for next time…let the celebration of incremental improvements begin!
Get Started

What Sets Us Apart?

We Will Not Leave It to Chance – This Exclusive Partnership is Only Made Available to Selected Financial Professionals

When Financial Professionals apply our PAR approach – they have found that Touchstone’s Practice Management Consulting Program helps to get them actively engaged and focused on achieving broader practice goals and creating the capacity to scale.

Interested in practical Ideas & Solutions? Make sure to check out The Whole Truth podcast where we explore the challenges and opportunities that Financial Professionals face today – packed with interviews from clients, subject matter experts and other industry professionals.

Diagnostic Dashboard

Customized – based upon a Financial Professional’s data – examines, deciphers and helps identify an in-depth plan to create an efficient, scalable and defensible practice

"Touchstone’s commitment is unparalleled – the depth of their analysis & strategic action plans changed the game for us."

– SVP Investment Advisor

Goals-Based Investing

We assess and propose ways to optimize portfolios with a 3-5 year goals-based approach using Thematic Review and conducting our proprietary SCOPE analysis

No Time Like the Present, Right?

Together we can actively unlock areas of focus that are important and can help improve growth, achieve scalability, strengthen relationships, empower team structure, maintain a pipeline and more.

If you’d like even more proof visit our Case Studies to see just a few of the extraordinary results Financial Professionals have had by engaging with our Practice Management Consulting Program.

Let's Get Started!

I am a Financial Professional. Please have my Touchstone team member contact me to learn more about the PAR approach and Touchstone's Practice Management Consulting Program.

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Frequently Asked Questions

What is Practice Management in Financial Services?
It is the use of strategies and solutions to assist Financial Professionals in running their business, which first requires assessing current state, identifying areas of opportunity, developing plans to improve and measuring progress.

What kind of things are included in Practice Management for Financial Professionals?
It can include client acquisition and retention, time management, client service, operational efficiency, organizational structure, growth strategies, investment processes and more.

How do I know if your Practice Management Consulting Program is right for me?
The short answer is just chat with us – we are always open to understanding your needs and exploring whether our Practice Management Consulting Program is a good fit for you. Part of our process is to spend time discovering together if any of our offerings can help you to solve a problem or uncover opportunities based on your goals.

How much does a Financial Professional have to spend to sign up for your Practice Management Consulting Program?
There is no cost. We operate as partners in your practice, offering one of the most comprehensive practice management consulting programs in the industry with a focus on using our insights from engagements with over 5,000 Financial Professionals to help you with your practice. Of course, our experience has been that by developing these deep relationships as Accountability Coaches where Financial Professionals experience significant improvements in their practice, it is common that we continue to do business for the long-term.

How much time and effort does a Financial Professional have to put in to engage in your Practice Management Management Consulting Program?
It truly depends on your needs and it is so customized that you determine how much you want to tackle at any given point. What sets our Practice Management Consulting Program apart is that we do as much of the heavy lifting ourselves as we can. By design, we work together to develop a plan that is intentionally realistic and tasks are broken into manageable, bite-sized parts that can fit into any Financial Professional’s workweek.

I know I need your help; how do I get started today?
Once you send your contact information, a Touchstone Practice Management Consultant will contact you to discuss your needs and answer any questions that you have.
the whole truth tsi podcast

Are You Ready for The Whole Truth?

Explore our podcast series, The Whole Truth, specifically focused on Practice Management. Each episode takes a deeper look into the many challenges and opportunities that Financial Professionals face today and provides meaningful insights and ideas on how to improve.
The Whole Truth Podcast
The Whole Truth Podcast

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial professional or download and/or request one on the resources section or call Touchstone at 800-638-8194 (mutual funds) or 833-368-7383 (ETFs). Please read the prospectus and/or summary prospectus carefully before investing.

Touchstone Funds are distributed by Touchstone Securities, Inc.
A registered broker-dealer and member FINRA/SIPC.
Touchstone ETFs are distributed by Foreside Fund Services LLC
A registered broker-dealer and member of FINRA.

Not FDIC Insured | No Bank Guarantee | May Lose Value