📢The Monthly Snapshot📢

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Business Coaching for Advice Professionals- Digital Marketing for Advice- Marketing Advice

Each month we’re going to be doing a quick summary of all that’s been and is upcoming within the Success Community.

✅Module of the Month!

Role Audit!

Access our free Module of the Month this October and learn how to analyse, optimise, outsource & delegate better.

Check it out here

A woman whispering into a man's ear with a shocked expression. The text "Remarkable Reviews" and a green badge stating "CPD Points" are overlaid on the image.

✅CPD points! (clients only)

We’re thrilled to announce that the Remarkable Reviews Module has just been approved as our fourth CPD-accredited module!

Check it out here

Blue background with the words "The Drop In" in large, green text centered.

✅4 Oct at 12:00pm Racing Line Halfway Pit Drop In

This session emphasises the importance of halftime breaks using a personal football story to illustrate adaptability. I’ll outline a five-step process for evaluating progress, identifying challenges, brainstorming solutions, and revising goals.

You will leave with practical strategies for optimising time management, setting new objectives, and maintaining motivation, making these insights beneficial for professionals and businesses aiming to improve strategic planning.

Check out the Events page in the Practice Success portal to RSVP.

✅25 Oct at 12pm The Workflow Management Drop In

In our upcoming session, we’ll explore setting up an efficient workflow management system. We’ll discuss essential tools, why financial planning software might not be ideal, and the operating system your team needs. We’ll also cover converting processes into efficient workflow threads, implementing a Kanban system for easy monitoring, and the key element that links workflow with time management. If you use a workflow or task management system, this session could save you years of trial and error. Invite anyone you think should attend!

Check out the Events page in the Practice Success portal to RSVP.

A man in a blue shirt, holding a clipboard, smiles while standing in a modern office. Three colleagues are seated at a table behind him, engaged in discussion. The text reads: "Blueprint for a High Performing Practice.

✅ High Performance Practice Blueprint

This white paper explores the key attributes enabling financial advisory practices to achieve high performance, focusing on the importance of investing in efficiency and technology to scale effectively.

For clients and community members, check out the Library > Program Info

Check it out here