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ElevenLabs_2025-09-17T19_44_01_Brian_pre_sp100_s50_sb75_se0_b_m2.mp3
Play audio to hear more about what we do.
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Practice management isn’t broken, it’s just outdated. Most systems in financial services were built for a different era, one where change was slow and support was surface-level. At Etc. Projects, we specialize in modernizing and transforming financial services practices from the ground up. We start where you are, uncover what’s holding you back, and design systems that move in sync with your people, your clients, and the future you’re building.
With almost 3 decades of experience in financial services we’re ready to demonstrate Our Intelligence In Action™. We specialize in business transformation, technology implementation and integration, and driving meaningful engagement. Our methodology, systems and approach have been designed the hard way, by rolling up our sleeves and doing the necessary work to develop deep knowledge and understanding of our industry, advisors/agents/brokers, and what drives results. We’ve spent the past 6 years embedding our team into advisors’ practices, leading transformation and modernization initiatives. This process has given us insight rooted in reality! Our model is streamlining advisors’ practices, generating results that will blow your mind, data and analytics that speak for themselves, and revenue that was considered impossible to achieve.
We’ve remained independent on purpose. It’s allowed us to learn what carriers and distributors like dealers and MGAs are missing. We built solutions with future collaboration and scale in mind and we’re ready to explore this relationship. We think Experior might be “the one”. We’re not here to replace anything or anyone. We’re here to build upon, and supplement existing systems and resources that are utilized (or under-utilized) by advisors with education and guidance that leads to action.
Visit our website www.etcprojects.com
Getting to know us, how we work, what our strengths are and the results we can drive is easy. We have onboarded Jim Chamberlain in our full practice optimization program.
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Strategic Collaboration: Systematic Intelligence for the right MGA
You want people, programs and value no other MGA has - this document is for anyone say’s “can we own this?”
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The diagnostic process that identifies the missing infrastructure every advisory practice needs.
For decades, advisors have been left to “figure the business out.” The result? Disorganized teams, chaotic operations, wasted time, and businesses with no transferable value. We fixed that. We provide systematic practice transformation through our proven Practice Planning Program, which diagnoses deficiencies specific to a practice and builds the operational infrastructure advisors need to run efficient, scalable businesses. This isn't consulting or coaching - it's hands-on guided implementation of documented systems and processes that transform how practices operate.
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The digital headquarters for every practice's operational infrastructure.
All standards, workflows, compliance protocols, and resources live here in accessible, updateable format. When team members need answers, they find them in CORE. When processes need updating, it happens in CORE. This becomes the practice's single source of operational truth whether they need CORE Lite (foundation building for newer advisors and practices) or CORE Pro (comprehensive transformation for established practices requiring systematic optimization). The CORE aligns with our LMS ~ Literacy1st™ (Practice Literacy1st™ includes 4 CE accredited ethics courses and our practice proficiency training programs)
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An implementation team that drives results through intelligence in action.
Kelly G - Strategic Leadership
Leads program development and methodology with 20+ years of practice transformation experience and 27 years of industry experience. Designs infrastructure frameworks and drives awareness and adoption.
Matt M - Analytics, Reporting and Campaigns
Tracks implementation results, measures ROI, and provides performance reporting that proves value and guides refinement. Builds campaigns that educate, inspire and drive ROI.
Brennen M - Engagement & Workshops
Drives adoption through workshops, training sessions, and engagement programs. Leads CRM and technology integration initiatives.
Graham S & Mairead M - Project Management
Provide individual practice support, managing implementation timelines and ensuring practices achieve transformation milestones.
Georgia N- Practice Revenue Optimization
Identifies opportunities within existing books of business, informing campaigns that generate immediate ROI to fund transformation.
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We've Already Built It
No need for an MGA to start development, spend months testing, or refine these systems. We've spent years perfecting the frameworks, templates, and methodologies.
We Drive Implementation
We don't just provide resources - we ensure they get implemented through systematic support, engagement programs, and accountability structures.
We Measure Everything
Every implementation includes metrics tracking adoption, efficiency gains, and ROI. We prove value through data, not promises.
We Scale Intelligently
Our frameworks work across different practice models, markets, and maturity levels. One MGA investment benefits their entire advisor network.
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