This Club is for you if you are the ambitious Practice Manager or Operations Director of a small to medium-sized Financial Planning firm based in the UK. You form the bridge between the business owner and the rest of the in-house or outsourced team and yearn, for tried and tested ideas, guidance and mentorship.
Your challenges seem endless; processes & procedures, HR, recruitment, finance, systems & tech, compliance, finance, workload and capacity, internal and external comms, premises management … expectations and emotions!
The pressure adds if it’s just down to you to come up with best-practice solutions from scratch and get the business owner and the entire team working in unison.
The Master Practitioners Club is brimming full of everything you need to be efficient, expert and effective. Here you become part of a wider community of like-minded individuals who strive for operational excellence as you do.
Here you will also gain access to some of the best templates, tools and experts in the Financial Planning profession.