Every Financial Planning firm needs a Practice Manager. Running a firm means having to manage operations, HR, IT, compliance, client services, marketing, finance and emotions to name but a few. To do this successfully is a real art. As issues are resolved, solutions implemented, and changes embraced, emotions and expectations navigate through tremendous highs and lows.
Dr Dominika Sieradzka, Founder of RIE Solutions emphasises the central role practice management can play in achieving great business outcomes. Dominika describes a journey, which she calls the RIE (Resolve, Implement, Enjoy) Trajectory that all firms go through as they implement changes.
Learning objectives
During this webinar you will:
•Learn how to uncover the real causes of your business issues and challenges
•Understand the highs and lows you may go through as you implement changes
•Understand how to implement solutions to ensure great outcomes
•Understand the psychology that lies behind exemplary practice management.