Business Services

Practice Dynamics and our partners believe that every advisor should be able to focus on growing their practice and achieving for their clients without having to worry about the added responsibilities associated with owning your own business. We want to help you focus on your passion while we handle the rest.

Advisor Exchange

With Advisor Exchange, in partnership with Truelytics, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers. Our online intake process benchmarks key analytics and data and features API connectivity with leading CRM platforms in order to allow you to efficiently recruit the advisor talent which will most positively impact your practice.
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Certified Valuation Service

Are you contemplating a transition to a new broker-dealer, rolling into an RIA, or determining your succession plan? Through our partnership with Truelytics, we can assist in finding options that best meet your business, professional, and personal needs.Whether you are a buyer or seller, industry-specific knowledge is essential to calculating the true market value of a business or advisor practice. We are experts at understanding the value-drivers of a business, what firms will focus on when pricing a deal, the value of various deal structures, and recognizing the value of your business at various firms.
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Continuity Planning

Practice Dynamics Continuity Platform, in partnership with Truelytics, ensures financial advisory firms have all their continuity assets in one secure location, while providing wealth management enterprises a private or public online marketplace to assist with planning succession or growth. ENROLL NOW

Legal Services

Let our trusted team help manage your company’s legal counsel without the costs of a full-time lawyer. Our services provide cost savings in areas of entity creation, company policies, company ethical standards, and various agreements.

Marketing & Branding

Let us be your marketing coach by putting our comprehensive suite of marketing and brand development support services to work for you. Our services include:

  • brand identity
  • website development
  • digital marketing
  • social media & content marketing
  • graphic design

Voice Over Recordings

Through our partnership with Snap Recordings, Practice Dynamics provides professional voice over recordings for businesses telephone systems. Services include greetings, voice prompts, and on-hold messages. All voice over productions are held to the highest of quality standards, are edited and mixed by professional audio engineers, and each audio file is optimized for audio playback on all phone systems.

M&A Services

Practice Dynamics offers merger & acquisition services, working with small, medium, and large Broker-Dealers looking to acquire new partners. Our value-add is based upon our deep understanding of and relationships within the financial services industry. We maintain a deep pipeline of buyers and sellers, each looking for the right next step. Whether you are the owner of a Broker-Dealer/RIA looking to sell or the owner of a Broker-Dealer/RIA looking to acquire, we are your resource to help achieve your goals.

Payroll & Human Resources Services

Payroll

Practice Dynamics offers customizable payroll solutions to fit the needs of your business, through our strategic partner Payroll Vault – Moorestown. Acting as an extension of your team, we ensure oversight of timely payroll processing each pay period. Our services include online employee access; direct deposit; Federal, State, and First Local Tax Filings; and quarterly reporting.

HR Services

Clearly defining and implementing proper HR processes early on in your business venture will protect you, your business, and your employees from the risks associated with a passive approach to HR Management. We can educate and support you as we guide you through the complex process of establishing proper HR processes to meet the unique needs of your business.

Practice Analysis

We offer customized monthly consultation and analysis of your practice’s efficiency, through our partnership with Truelytics, in the areas of human resources, technology, and marketing, using indices and KPIs which make up the industry’s first-ever business health record to be leveraged for practice management and during key transitional moments. The core component of this analysis is our growing database of independent financial advisory firm books of business and specific details around firm ownership, staff, clients, processes, revenue, and expenses. This data allows us to generate over 50 KPIs related to individual firm business, client, and revenue stability.  ENROLL NOW

Strategic Coaching

The most successful financial advisors are continually exploring options to enhance their client experience, gain greater knowledge of their practice, increase the value of their business, and achieve maximum growth. Our strategic coaching program specifically addresses the areas of practice management  that continue to be a source of concern for advisors throughout the ever changing and increasingly complex financial services industry, and we actively engage with our advisor and business owner clients to explore various opportunities and best practices to help them achieve their goals.

Technology Solutions

Technology is the key driver of every business in the modern age and its efficiency in business operations is paramount. Let our team of technology specialists work with you to manage all of your technology needs.

Data Migration

Our team will work in tandem with you to migrate your data, no matter what, where or how the data is stored. Regardless of the number of client accounts you are transferring, our process will map the existing client data to the required formats for all applications, significantly reducing the amount of time you spend migrating account information.

Hardware & Software

We have the experience and knowledge to assist your business with all your custom hardware, and software needs to build an efficient, sustainable, and secure technology infrastructure to support your business operations. Our value proposition is further supported by cost savings achievable through strategic partnerships with leading technology firms Dell, Lenovo, and Microsoft.

Security

Our security team will remotely monitor your network, firewalls, data, and more 24/7 to minimize cybersecurity threats. Additionally, we offer customized disaster recovery solutions customized to safeguard your data and reduce prolonged downtime in the event of a data disaster, keeping your business fully operational at all times.

IT/Help Desk Support

We unburden business owners with the added stress of acting as an IT Technician on top of being owner and operator. Our Helpdesk Support can help business owners eliminate time-consuming technology troubleshooting issues that arise daily so they can spend more time focused on their core business initiatives..

Virtual CFO

Let our trusted team help manage your company’s finances without the cost of a full-time Chief Financial Officer. Our Services include:

  • ongoing education and advice.
  • litigation support.
  • tax preparation.
  • reconciliation.
  • general ledger management.
  • monthly financial statements.
  • strategy and succession planning.
  • accounting and payroll technology training and set-up.
  • transaction entry.

Schedule a consultation.

Practice Dynamics is here to guide your practice to the next-level of success utilizing our suite of turnkey products and solutions. Schedule a consultation with one of our consultants today and learn first-hand how to put our expertise to work for you.

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