The Best Practice Implementation Programme (1)


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The Best Practice Implementation Programme (1)

  1. 1. The Best Practice Implementation ProgrammeAchieving professional best practice is no easy task but is absolutely possible ifyou know what you are doing so it is for this very reason that we have puttogether a Best Practice Implementation Programme which aims to support andassist you with implementation of best practice principles and processesthroughout your business at the level and breadth you choose.Our aim is to free you up to focus on client facing, income generating activity andthe areas we support and implement Best Practice processes and proceduresare as follows:• Developing operational Best Practice to enhance the lifestyle financial planning experience for your clients• Creating a great operating structure to make a business successful and eliminate complexities from the workplace.• Developing an effective diary, task and workflow management fundamental in achieving operational best practice.• Developing and documenting key procedures and practice guidelines for you and your team to follow.• Maintaining a best practice approach for you striving for continual improvement.The BenefitsYou will gain the knowledge of how to:• Set your practice up like a real business and get it right first time!• Create a structured and supported environment in which your team can thrive whilst creating an amazing experience for the client.. PLUS, you will receive a library of back office tools, templates, checklists and guides 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-demanding challengesthat you as financial planners and firms, face every day.Our extensive knowledge and experience allows us to offer you the support andguidance 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 are working asefficiently and as effectively as possible. We are extremely flexible in ourapproach and aim to add value to your business by working closely with you tohelp implement the right systems and tools which in turn will free up more of yourtime to spend on client facing revenue generating activities.Your choiceIf you want to work smarter and more efficiently because you know there has tobe a better way of working than ‘your way’, then call or drop us an email.And don’t forget all of our work is covered by our Value Benefits Guaranteewhich means that if you gain no value from our work together then we will giveyou your money straight back! We can’t be fairer than that!It would be our pleasure to work with you so together we can take the first stepin reshaping your business and life forever.