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, finance 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?

Members only access to an online Forum moderated by an industry expert
Monthly Ops webinars including exclusive anytime access to the recordings
Monthly group Ops calls
Ad hoc supplier webinars & demos, for example, tours of the latest tech or coaching taster sessions
Exclusive anytime access to our Online Library of best practice templates and videos
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 £149.00 each month, plus VAT. Subject to a minimum contract of 12 months.

What’s next?

Join to:

  • Connect with others in your role
  • Strive for operational excellence
  • Grow your knowledge and expertise
  • Share ideas
  • Challenge best practice methods
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Working in partnership with TreeSisters we are helping to inspire reforestation revolution.

For this reason, we are committing to plant 3 trees per month for every Master Practitioners Club subscription.

By working with us, you will be planting a forest!

To find out more take a look at our TreeSisters page.

Lightning Sessions

Practice Management Guardianship