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!

1. The Operational Best Practice Workshop
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! 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 VAT
Who should attend?
• The Business Owner/Practice Principle; plus
• The Practice Manager, Business Administrator or Compliance Manager
The Benefits
You 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 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 this workshop is
just for you!.
And if that doesn’t tempt you, we have a Value Benefits Guarantee
which means that if you gain no value from the day we will give you your
money straight back! We can’t be fairer than that!
To book your place, contact us today! We’re already looking forward to
working with you.