7 Essential Data Points For Growth In Your Practice

April 30, 2026, 12:30 - 1:30 PM EST


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Identifying where potential efficiencies exist within a practice is half the battle.  Without execution these opportunities remain just that, opportunities.  Through over 5,000 engagements, Touchstone has constructed a practice management program (known as “PAR” – Practice Analysis Review) that not only identifies potential risks and opportunities within a practice, but provides a proven and repeatable process to ensure success in execution.  Building on Touchstone’s unmatched experience and best practices of a decade of engagements, this session will introduce ways to analyze, organize and identify distinct and actionable opportunities to benefit your business.  Emphasis in this session will be placed on strategies for client segmentation / service models & how leveraging the key data points is the optimal path to running an efficient practice. Whether looking to grow net new assets, reduce risk, or simply unlock more time in the day, the process introduced is designed to help any financial professional.

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Speaker

Alex Bahlinger

Senior Advisor Portfolio & Practice Manage Consultant, Touchstone Investments

Tim Brey

Divisional Vice President -Western Division, Touchstone Investments

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

Registrants must attend the entire event to earn CE credit.

1 CFP® CE credit hour (pending approval)

Can't attend? Register anyway!

You will have one year to watch the recording to receive your IWI CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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