Practice Management – The TeamWhen your business was just you, you did everything from seeing clients, todoing your own ad...
The BenefitsThey will gain the knowledge of how to:• Become your most valuable asset.• Free you up to focus on client faci...
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Practice Management – The Team Workshop

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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.

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Practice Management – The Team Workshop

  1. 1. Practice Management – The TeamWhen your business was just you, you did everything from seeing clients, todoing your own administration, but as your business has grown and yourattention has naturally turned to seeing your clients you have had to let go of theday to day administration and back office management and hand overresponsibility to your team. In most cases this is great and works perfectly but inthe main it doesn’t quite turn out as hoped! To help your staff understand notjust their roles and responsibilities but also how they can truly add value andmake a direct impact on the success of the business we have put together a 1day workshop where we will share with them over 10 years worth of experienceof how to become your most valued asset. They will gain an insight into thefollowing 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 VATOne to one support and consultancy is also available.Who should attend?• The Practice Manager and Business Administrator
  2. 2. The BenefitsThey 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 thisbetter?”.PLUS Your choice• We will give them a whole library of practice management tools, templates, If you want yourchecklists and guides for them to take away and use in your business! team to work smarter and moreWho we are efficiently then this workshop is forWe 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’tOur extensive knowledge and experience allows us to offer you the support tempt you, we haveand 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 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 ofyour time to spend on client facing revenue generating activities.To book your place, contact us today! We’re already looking forward toworking with you.

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