When your business was just you, you did everything from seeing clients, to doing your own administration, but as your business has grown and your attention has naturally turned to seeing your clients you have had to let go of the day to day administration and back office management and hand over responsibility to your team. In most cases this is great and works perfectly but in the main it doesn’t quite turn out as hoped! To help your staff understand not just their roles and responsibilities but also how they can truly add value and make a direct impact on the success of the business we have put together a 1 day workshop where we will share with them over 10 years worth of experience of how to become your most valued asset.

1. Practice Management – The Team
When your business was just you, you did everything from seeing clients, to
doing your own administration, but as your business has grown and your
attention has naturally turned to seeing your clients you have had to let go of the
day to day administration and back office management and hand over
responsibility to your team. In most cases this is great and works perfectly but in
the main it doesn’t quite turn out as hoped! To help your staff understand not
just their roles and responsibilities but also how they can truly add value and
make a direct impact on the success of the business we have put together a 1
day workshop where we will share with them over 10 years worth of experience
of how to become your most valued asset. They will gain an insight into the
following areas;
• Their legal obligations as an employee.
• How to build a Together Everyone Achieves More culture.
• How to realise and share their existing core skills to enhance team knowledge
and understanding.
• How to increase their responsibilities through receptive delegation.
• How to create and manage ‘The 21st Century Back Office’ .
• How to increase business efficiency and profitability through the effective use of
technology and systems.
• How to create and implement your Practice Management System (PMS) in
order to strive for continually improvement.
• How to effectively manage your diary and the back office task/workflow in
order to achieve operational best practice.
• The different methods of documenting key procedures and practice guidelines
and how to correctly capture and document key operating procedures.
• How to support you in the effective management of professional partner
relationships.
£527.50 plus VAT
One to one support and consultancy is also available.
Who should attend?
• The Practice Manager and Business Administrator

2. The Benefits
They will gain the knowledge of how to:
• Become your most valuable asset.
• Free you up to focus on client facing, income generating activity.
• Welcome additional responsibility and lose the ‘it’s not my job’ mentality.
• Be inspired and inspire others into paying attention to the detail.
• Embrace continual improvement and constantly question “could we do this
better?”.
PLUS Your choice
• We will give them a whole library of practice management tools, templates,
If you want your
checklists and guides for them to take away and use in your business!
team to work
smarter and more
Who we are efficiently then this
workshop is for
We are experts in providing specialist solutions to the ever-demanding challenges
them!.
that you as financial planners and firms, face day to day.
And if that doesn’t
Our extensive knowledge and experience allows us to offer you the support
tempt you, we have
and guidance that you need in the following areas: a Value Benefits
Guarantee which
• Creating operational procedures and policies means that if you
• Building and enhancing team structures gain no value from
• Redesigning workflow and task management the day we will give
you your money
• Implementing effective back office systems
back! We can’t be
• Designing, implementing and running HR and Payroll functions fairer than that!
• Understanding and managing key professional partner relationships
Our main objective is to make sure that you and your business are working as
efficiently and as effectively as possible. We are extremely flexible in our
approach and aim to add value to your business by working closely with you to
help implement the right systems and tools which in turn will free up more of
your time to spend on client facing revenue generating activities.
To book your place, contact us today! We’re already looking forward to
working with you.