Map
It Build
It Buy
It is designed to be a partner company to financial advisors as they grow their Financial Services Practices. We believe that growth can be accomplished through building your practice one client at a time AND through acquisitions of other practices. We also serve as a resource for advisors who are ready to transition out of the financial industry.
Map It specializes in providing direction and meaning to client’s financial decisions through a six-step program called the
Financial Maximum Advantage Program (MAP).
Build It brings proven practice management techniques to advisors to effectively run their offices like a real business. Human Resources templates, hiring guides, software integration and day to day servicing processes are the focus of Build It.
Buy It! has sprung from Mary Sterk's own experience with acquisitions. Having completed five acquisitions of financial planning practices, she has become an industry specialist in this area. She shares her experiences in the book
Buy It! The Practical Guide to Buying a Financial Services Practice.
Read more
We look forward to working with you and helping your financial planning practice grow as you Map
It, Build
It and Buy
It!
