of a well-run business.
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.
Building a business to sell
Find out what your business is worth.
Attend a practice management event.
What will you need to do differently?
Does your business meet customer needs?
Contact us for a personal discussion.
Steven Cobley
Bridge Financial Services
Frankie Castro
Vredefin
Marietta du Preez
Product Developer
Ecsponent
Posted on 23 August 2018
Independent financial advisors (IFAs) need to be fully committed to their businesses and not just involved, if they want to succeed in the increasingly regulated environment of the future, Ian Middleton, MD of Masthead, told more than 1 000 IFAs at the recent Masthead Masterclass ...
Financial Services Tribunal (previously FSB Appeal Board) - 19 December 2018
Health - 19 December 2018
FSCA Enforcement Actions - 18 December 2018
POPI/Information Regulator - 14 December 2018
