Every week throughout the year you'll be following reminders, prompts and practical advice from one of the most, experienced, prolific and popular UK based independent practice advisers. You'll start by focusing on your ambitions across each of 4 themes and taking the simple steps necessary to ensure your practice becomes more successful.
You'll be encouraged to consider who you really want as clients, how to target them and attract them; how to boost your fees from those who can afford to pay you more than your minimum - and much more.
You probably want your systems to be as simple as possible but sufficient to enable you to run and build your practice, your way.
Your systems include those based around key software programmes but also a number of fundamental other aspects involved in running a successful practice.
- your client base
- how you run your practice
- your marketing
- the quality of leads you get
- your profitability and
- the future for your practice
What makes you happy about running your practice and each area of related activity? How can you make life easier so that you can be more contented and satisfied with the way your practice runs and builds?
This theme starts with a quick look at your business plan and then moves on to what you need to do to ensure that you move forwards. What skills do you need to develop, what about any staff support and/or contractors? And then there's your website and online activity. How does need to develop as you become more successful?
- your networking
- your systems
- your support staff/contractors
- your introducers
- Linkedin and
- your time generally
“Most smaller practitioners neither want, nor need, to invest a fortune in marketing and branding. Through this low cost course I can help the people best able to benefit from my insights and research.
I have long believed in the importance of keeping it simple, practical and real.”
Mark Lee FCA