Practice management is a very wide topic which is often used in conversations amongst financial advisors. This module highlights all the key fundamental building blocks that are necessary to build, establish, and maintain a successful practice.
Practice Management.
Enhance your processes and systems to optimize your solutions and services that will enable you to build, establish and maintain a professional and efficient practice within a profitable and sustainable advisory firm.
Modules.
Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of practice management. We keep it simple, and we make it practical.
The significance of agreements in respect of non-life insurance advice (Commercial lines)
The success of every advisory business is a function of the number and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their nonlife commercial lines advisor.
The significance of agreements in respect of non-life insurance related advice (Personal lines)
The success of every advisory business is a function of the number and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their nonlife personal lines advisor.
The significance of agreements in respect of medical aid insurance related advice
The success of every advisory business is a function of the number, and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their medical aid insurance advisor.
The significance of agreements in respect of long-term insurance related advice
The success of every advisory business is a function of the number, and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their long-term insurance advisor.
The significance of agreements in respect of investment related advice
The success of every advisory business is a function of the number, and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their investment advisor.
Module: The ten step process of professional client engagement (Introduction to courses)
The client engagement process forms a significant part of every successful advisory practice. During this session you will gain high level insights regarding the essential components of professional client engagement, which will lay a sound foundation for you to build, establish, grow, and sustain your practice.
Courses.
Our accredited CPD courses consist of a series of modules on the fundamentals of practice management. We keep it simple and we make it practical.
The ten-step process of professional client engagement for investment related advice
This course unpacks the ten fundamental steps in the client engagement process when investment advisors provide investment related advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their investment related business in a very competitive environment.
Course: The ten-step process of professional client engagement for medical aid insurance advice
This course focuses on the ten fundamental steps in the client engagement process when advisors provide medical aid advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their medical aid business in a very competitive environment.
Course: The ten-step process of professional client engagement for non-life insurance advice – Commercial lines
This course highlights the ten fundamental steps in the client engagement process when non-life advisors provide non-life insurance advice pertaining to commercial lines to clients and what they need to do to earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their non-life insurance (commercial lines) business in a very competitive environment.
Course: The ten-step process of professional client engagement for long-term insurance related advice
The client engagement process is fundamental to your success as a long-term insurance advisor and intermediary. During this course you will gain a deeper understanding of the essential components of professional client engagement when providing long-term insurance related advice and services. The fundamentals of professional client engagement, as highlighted in this course, will lay a sound foundation for you to build, establish, grow, and sustain your practice.
Course: The ten-step process of professional client engagement for non-life insurance related advice (personal lines)
This course focuses on the ten fundamental steps in the client engagement process when non-life advisors provide non-life insurance advice pertaining to personal lines to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their non-life insurance (personal lines) business in a very competitive environment.
Management is, above all, a practice where art, science and craft meet.
– Henry Mintzberg