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.