1. The Best Practice Implementation Programme
Achieving professional best practice is no easy task but is absolutely possible if
you know what you are doing so it is for this very reason that we have put
together a Best Practice Implementation Programme which aims to support and
assist you with implementation of best practice principles and processes
throughout your business at the level and breadth you choose.
Our aim is to free you up to focus on client facing, income generating activity and
the areas we support and implement Best Practice processes and procedures
are 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 Benefits
You 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. Who we are
We are experts in providing specialist solutions to the ever-demanding challenges
that you as financial planners and firms, face every day.
Our extensive knowledge and experience allows us to offer you the support 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 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.
Your choice
If you want to work smarter and more efficiently because you know there has to
be 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 Guarantee
which means that if you gain no value from our work together then we will give
you 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 step
in reshaping your business and life forever.