Practice Makeover: Season 1

Take your practice to the next level. With a little advice from the right coaches, watch how Mopedia is helping some of the industry’s brightest advisers transform their businesses. Find out more about Practice Makeover

February 03, 2014 | Runtime: 9:22

Meet Trent Bradshaw: He's the president of Bradshaw Financial Planning and the subject of Mopedia' first "Practice Makeover". In episode one, Trent lays out some of the challenges he has had growing his business in recent years.

February 20, 2014 | Runtime: 11:30

In episode two of Mopedia’ “Practice Makeover”, expert adviser coaches brainstorm and form an action plan for makeover recipient Trent Bradshaw to help solve his firm’s numerous time management problems.

March 07, 2014 | Runtime: 13:52

Episode three of "Practice Makeover" sees makeover recipient Trent Bradshaw presented with actionable solutions to his firm's three biggest problems.

March 23, 2014 | Runtime: 4:56

In episode four of "Practice Makeover", we conclude this season by checking back in on makeover recipient Trent Bradshaw three months after the start of his firm's overhaul to see how his business has improved.

April 21, 2014 | Runtime: 11:54

Mopedia checks back in with Season 1's makeover recipient, Trent Bradshaw, to see how his practice is doing and get his thoughts on the experience of having his practice made over.

May 20, 2014 | Runtime: 1:30

Mopedia Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss the highlights from the first season of Practice Makeover.

Videos 1-6 of 6

About Practice Makeover

Over the last 15 years, Mopedia has heard - and told - the stories of thousands of advisers. Now we are going one step further: Mopedia is now working with some of the industry's top coaches to identify advisory firms that are in need of a "Practice Makeover". Our mission with this exclusive show is to help advisers take their practices to the next level - while providing our audience with practice takeaways that they can apply to their own businesses.

Need a Makeover?

Tell us why and perhaps you and your practice will be featured next season.





Thank you for your submission.
X

Hi! Glad you're here and we hope you like all the great work we do here at Mopedia. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting Mopedia.com? It'll help us continue to serve you.

Yes, show me how to whitelist Mopedia.com

Ad blocker detected. Please whitelist us or give premium a try.

Last News

morningstar mutual fund star ratings medicare plan b enrollment list of most expensive baseball cards minimum 401k withdrawal vanguard international equity etf from 8606 eaton vance floating rate i what is a 1099r what is dow in stock market td ameritrade 529 plan scgdx swan defined risk fund american beacon international equity index fund usaa precious metals and minerals bankers life and casualty company complaints using a roth ira for college savings what is chevy chase net worth top rated mutual funds for retirement franklin templeton income fund class a bank of america ceo brian moynihan cost to file taxes at h&r block fixed indexed annuities pros and cons how are social security survivor benefits calculated can you convert an inherited ira to a roth chase financial advisor salary vanguard stock index fund what is a disallowed loss on stocks what is a hardship withdrawal thrivent life insurance company best low fee index funds schwab s&p 500 index fund 60 day rollover irs best 3 dollar stocks best global equity etf