Practice Improvement Programs

Leveraging our experience to produce your customised offer


We are able to deliver ‘packaged’, customised and integrated programs for your network. For small or large groups, flexible duration….whatever suits you best.

 

Large group forums provide an excellent vehicle to introduce key business development themes as well as a platform to articulate or reinforce your competitive advantages. When prudently managed and coordinated, they are also a cost effective way of providing a valuable forum for advisers to share their experiences – what has worked for them and what have they learnt.

Where possible we will coordinate any forums with your existing training schedules to minimise cost and maximise resource efficiencies.

 

We also facilitate smaller, more focussed business development workshops. These usually drill down further into specific issues, with participants building up their own sense of camaraderie and commitment. We see these very much as ‘how to’ workshops.

 

It’s often not the ‘what’, but the ‘how’ that’s most important. In these workshops we focus on the key steps (‘how’) for the topic under discussion. Highly interactive, challenged through case studies and supported by all necessary material, these workshops provide a solid foundation for successful implementation at the practice level.

 

Regular follow up between each session is our ‘trade mark’ with ‘homework’ being set as a follow up action.

 

We are also able to tailor and implement a training and skilling program for your management team as needed. These can be delivered individually or on a team basis – your call. Our aim will be to give your managers the skills and confidence required to support your advisers. Personalised ‘one on one’ training and joint adviser appointments are also available.

 

With any of these events, we are also able to coordinate venue selection (and booking), source speakers, create the agenda creation and provide overall facilitation.

 

WHAT WILL YOU RECEIVE?

 

‘Packaged’, customised and integrated programs for your network. For small or large groups, flexible duration….whatever suits you best.

WHY GO TO THE EFFORT?

 

You will be providing your network with structured support – a clear demonstration of your value proposition.