The Operational Best Practice WorkshopAchieving professional best practice is no easy task but is absolutely possible ifyo...
Who we areWe are experts in providing specialist solutions to the ever-demandingchallenges that you as financial planners ...
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The Operational Best Practice Workshop

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Achieving professional best practice is no easy task but is absolutely possible if you know what you are doing! To help you understand how to create operational best practice we have put together a 1 day workshop and a one to one programme where we will share with you over 10 years worth of experience of how to get it right the first time!

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The Operational Best Practice Workshop

  1. 1. The Operational Best Practice WorkshopAchieving professional best practice is no easy task but is absolutely possible ifyou know what you are doing! To help you understand how to create operationalbest practice we have put together a 1 day workshop and a one to oneprogramme where we will share with you over 10 years worth of experience ofhow to get it right the first time! You will gain an insight into the following areas;• Why a great operating structure makes a business so successful and eliminates the complexities from the workplace.• What key areas should be realised, effectively structured and documented within your Practice Management System (PMS).• Why effective diary, task and workflow management is fundamental in achieving operational best practice.• The different methods of documenting key procedures and practice guidelines.• How to correctly capture and document key operating procedures.• Who should be responsible for the creation and maintenance of your PMS.• How to maintain best practice and strive for continually improvement. From - £527.50 plus VATWho should attend?• The Business Owner/Practice Principle; plus• The Practice Manager, Business Administrator or Compliance ManagerThe BenefitsYou will gain the knowledge of how to:• Set your practice up like a real business.• Create a structured and supported environment in which your team can thrive whilst creating an amazing experience for the client.• Save hours of trying by getting it right first time!• Identify the resources you need and then learn how to attract, recruit and retain great people.PLUS, you will receive a library of back office tools, templates, checklists andguides for you to take away and use in your own business!
  2. 2. Who we areWe are experts in providing specialist solutions to the ever-demandingchallenges that you as financial planners and firms, face every day.Our extensive knowledge and experience allows us to offer you thesupport and guidance that you need in the following areas:• Creating operational procedures and policies• Building and enhancing team structures• Redesigning workflow and task management• Implementing effective back office systems• Designing, implementing and running HR and Payroll functions• Understanding and managing key professional partner relationshipsOur main objective is to make sure that you and your business areworking as efficiently and as effectively as possible. We are extremelyflexible in our approach and aim to add value to your business by workingclosely with you to help implement the right systems and tools which inturn will free up more of your time to spend on client facing revenuegenerating activities.Your choiceIf you want to work smarter and more efficiently because you know therehas to be a better way of working than ‘your way’, then this workshop isjust for you!.And if that doesn’t tempt you, we have a Value Benefits Guaranteewhich means that if you gain no value from the day we will give you yourmoney straight back! We can’t be fairer than that!To book your place, contact us today! We’re already looking forward toworking with you.

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