The Master Practitioners Club has been designed for ambitious Practice Managers and Operations Directors of small to medium size Financial Planning Firms based in the UK.

When you’re a Practice Manager or Operations Director you are the bridge between Business Owner(s) and the rest of the team. There are many challenges you need to stay on top of; compliance, HR, finances and operations to name a few. There’s added pressure if you have no one who shares your passion for ops, to bounce ideas off, or to ask questions. It can be a struggle to come up with best practice solutions and get an entire team on your side (this can include the owners!), on your own.

This service has been designed to help you become part of a wider community of like-minded individuals who strive for operational excellence too. If you are looking to connect with others in your role, further your knowledge and expertise, share ideas and challenge best practice methods, then the Master Practitioners Club is a service for you.

What will this service include?

An unlimited Online Discussion Board moderated by an industry expert (updated weekly)
Bi-monthly Ops Webinars followed by Q&A
Ad hoc Supplier Webinars, for example, demos of the latest industry tech or leadership coaching taster sessions, followed by Q&A
Exclusive anytime access to the recordings of webinars and Q&A sessions
Exclusive anytime access to our Online Library of Best Practice templates
Introductions to specialist industry experts
A 15% discount on Lightning Sessions (can’t be used in conjunction with other promotions)
An invitation to an exclusive Annual Master Practitioners Get Together (paid for separately)

How much will I need to invest?

The Master Practitioners Club is £89.00 each month, plus VAT. Subject to a minimum contract of 12 months.

What’s next?

If you want your business to benefit from joining our community of Master Practitioners, click here to join.

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Lightning Sessions

Practice Management Guardianship