Encore On Stage

Presentations & Workshops
Practice management is a ‘hot topic’ in which we specialise and an area on which we often speak in public, utilising our extensive practical experience within all facets of the financial services industry.

Encore On Stage is a service we provide practices, dealer groups and institutions, and includes a broad range of presentations and workshops focused on the issues at the heart of practice management.  We can also custom build and deliver specific presentation as required.

Presentations

Building Business Value
Business Profit Drivers
Price for Value
Making Professional Alliances Work
Succession Planning – Your Future
Marketing Strategy – Acquisition, Growth, Retention
My Staff Are My Most Valuable Asset
Best Practice Back Office
International Trends in Financial Planning
BDMs of the Future

Workshops

Business Planning for Financial Advice Practices
Building your Practice’s Client Value Proposition
Staff Appraisal Systems & Performance Management
Marketing Planning for Financial Advice Practices
Building Your Own Best Practice Back Office
Failed Marriages or a Lifelong Honeymoon – How to Make Relationships with Alliances Work
Segmentation, Service Office, Pricing – More Art Than Science?
Risk Management – Minimise the Investment, Maximise the Protection