Enjoy the benefits

of a well-run business.

Overview

To grow a profitable and sustainable business, the right systems, tools and processes are required, together with the skills to run a business. Practice management is about equipping the business owner to deal with the challenges of running an advisory business and achieve optimal results both now and in the future.

Practice management helps the business owner attain goals such as more time, increased profit, increased productivity, expanded employee skills or improved overall morale. It develops a business to support the owner’s personal and business goals. And, as a well-run financial advisory business has excellent potential to be sustained by a successor, the business becomes a saleable asset with capital value.

Our practice management programme is based on the international best business practice principles of E-Myth Worldwide and customised for local use. It incorporates sound business processes that integrate with FAIS compliance requirements.

Presented in a forum designed to stimulate knowledge-sharing among independent financial advisors (IFAs) and industry colleagues, our programme helps our clients develop solutions most suited to their business. Attendees are able to immediately implement unique strategies and processes directly into their business. Our consultants are also at hand to help identify opportunities for development within businesses.

ANY QUERIES?

Ask us now. We'd love to hear from you.

OUR OFFERING

IN THE MEDIA

Unfortunately no articles in this category are currently available.

REGULATORY LIBRARY

DRAFT PMB Definition Guidelines for Hepatocellular Carcinoma

Health - 12 December 2017

Press Release 15 of 2017: CMS declares certain practices relating to medical scheme trustee elections undesirable

Health - 6 December 2017

Quality of Care in Medical Schemes (for financial years 2015 and 2016)

Health - 6 December 2017

Entry and Verification Criteria

Health - 6 December 2017

view all  

MASTHEAD IS

A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

Why Masthead?

CONTACT US

Phone:

+27 21 686 3588

E-mail:

 info@masthead.co.za