Practice Management

Congress has been blessed with considerable success over its history – growing from a small independent firm with few clients or assets to a firm serving more than 2,000 clients and managing nearly $5.5 billion of client assets.  Strategic Partners benefit from our “blueprint for success” as well as our “hard knocks” experience to help get you moving in the right direction.

We estimate that a Strategic Partnership can free as much as 40-60% of an advisor’s time. Once onboard, we can provide you with the tools and know-how to leverage that newfound time to achieve your personal and professional goals.

We will help you to evaluate how you currently operate your practice. Then we will help you determine the best way to structure your practice to achieve your professional and personal goals.

Congress draws upon the expertise of its team of professionals – planning, investments, marketing, operations. If you have an issue, it is likely we have experienced something similar and we can provide insight into how it was handled and its outcome.

Congress also fosters a sense of community among our Strategic Partners providing them with the opportunity to engage with one another annually at our Partners Forum.

Each year we gather with our Strategic Partners to share our best ideas and best practices. Our Strategic Partners are encouraged to share their unique experiences and solutions with one another.