Draft Agenda - Practice Management Workshop
| 9.00 AM |
Coffee on arrival |
| 9.30 |
Open workshop
- Introductions and Aims and Objectives
The landscape ahead - the post RDR world
- How do you Survive and Thrive in the new environment?
An introduction to Business Planning
- Business structures
- Marketing and business generation
- Using Technology and IT
- Business Plans and Cash flows
|
| 11.30 |
Coffee
The Client Management Process
- Client Propositions
- Client Segmentation
- Setting service standards
|
| 1.15 PM |
Lunch |
| 2.00 |
The Investment Process
- Philosophy and style
- Risk Profiling
- Research and Due Diligence
- Managing the process - including Outsourcing
|
| 3.30 |
Coffee |
| 3.45 |
Delivering the Service
- What are your systems for delivering Advice?
- How do you monitor the process?
- The Client Review Process
- Are Client expectations met - how do you know?
|
| 5.00 |
Summary and action plans
- What are you going to do different?
- How will you measure the change?
- Using the Workbook
|
| 5.30 |
Close workshop |
Please note there would also be a workbook / further reading to enable attendees to apply ideas and techniques immediately to their firm.