INDEPENDENCE SUPPORTING INDEPENDENCE

Welcome to the Practice Performance Lab™

Canada's first training platform built for financial advisory practice teams. Learning happens inside the systems you use, aligned with what the industry requires, supporting each role. One investment covers ALL team members.*

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CONTEXT-BASED NEEDS-BASED ALIGNMENT-BASED TEAM-WIDE
01 · WHAT MAKES THIS DIFFERENT

Your practice and its people come first.

100%
INDEPENDENT

We're independent and work well with everyone: the product companies, dealers, and MGAs you already partner with. That independence keeps our focus exactly where it belongs: on your team and what it needs to thrive.

WORKS WITH YOUR DEALER WORKS WITH YOUR MGA FOCUSED ON YOUR TEAM
EVERYTHING WE BUILD STARTS WITH ONE QUESTION
“What do you and your people actually need to run a well-organized, compliant practice?”
4
THE METHOD

Team-wide training, built on four principles

01
Context-based
Happens inside the systems teams actually use, not in the abstract.
IN YOUR SYSTEMS
02
Needs-based
Matches learning to each person's role and responsibility.
MATCHED TO ROLE
03
Alignment-based
Connects daily tasks to your regulatory obligations.
TIED TO OBLIGATIONS
04
Team-wide
Serves the whole team, not just the advisor.
EVERYONE INCLUDED
02 · WHAT'S INSIDE

An inside-out perspective.

On-demand training your whole team can access: programs that connect what you're required to do with how to actually do it, inside the systems you use every day.

A
Foundations for every role
Foundational industry knowledge and programs every team member can use, regardless of role.
B
Role-specific learning
Deeper paths for team members with greater responsibility or client contact.
C
Real-system walkthroughs
Practical walkthroughs that show exactly how things work in real systems, plus templates to accelerate your progress.
D
Current & Canadian
Canadian-specific content built from decades of working inside independent practices.
03 · PRICING

One investment covers everyone.*

No per-seat math. No choosing who gets trained. Registration includes free content for your whole team plus access to all paid programs.

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WHOLE-PRACTICE ACCESS
$499 per year, per practice. All team members included.
✓Every team member included
✓Free content and all paid programs
✓Foundational + role-specific programs
✓Real-system walkthroughs & templates
✓New content as it's released
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*One subscription covers every member of your practice team, up to 10 users. Large team, Enterprise, AGA, MGA, and Dealer pricing available.

BROUGHT TO YOU BY
Etc. Projects

Canada's leading practice transformation and technology implementation team.

500+
SUCCESSFUL TRANSFORMATIONS