MASTER PRACTITIONERS CLUB
This Club is for you if you are the ambitious Practice Manager or Operations Director of a small to medium-sized Financial Planning firm based in the UK.
You form the bridge between the business owner and the rest of the
in-house or outsourced team and yearn, for tried and tested ideas, guidance and mentorship.
Your challenges seem endless; processes & procedures, HR, recruitment, finance, systems & tech, compliance, finance, workload and capacity, internal and external comms, premises management … expectations and emotions!
The pressure adds if it’s just down to you to come up with best-practice solutions from scratch and get the business owner and the entire team working in unison.
The Master Practitioners Club is brimming full of everything you need to be efficient, expert and effective. Here you become part of a wider community of like-minded individuals who strive for operational excellence as you do.
Here you will also gain access to some of the best templates, tools and experts in the Financial Planning profession.
What does membership include?
As a member of the Master Practitioners Club, you gain access to ongoing mentorship, training and development. Here you can:
o Connect with others in your role
o Strive for operational excellence
o Grow your knowledge and expertise
o Share ideas
o Challenge best practice methods
o Access tried & tested solutions
This Club is for you if you are the ambitious Practice Manager or Operations Director of a small to medium-sized Financial Planning firm based in the UK. You form the bridge between the business owner and the rest of the in-h solutions.
Plus lots more:
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
Exclusive anytime access to our Online Library of best practice templates and videos
Ad hoc supplier webinars & demos, for example, tours of the latest tech or coaching taster sessions
Introductions to specialist industry experts
Access to Ops Clinics
Various discounts & special offers from 3rd parties
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 £199.00 each month, plus VAT. Subject to a minimum contract of 12 months. Subscription to this service is subject to the Master Practitioners Membership Terms & Service Agreement
We are looking forward to meeting you!
