The iQ:eQ practice management service aims to offer support to businesses in ensuring planner competence in practice management, promoting quality service to clients. We provide consulting and training support to financial planners to assist them in winning new clients and effectively managing existing client relationships.
This is achieved through:
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Consulting support to facilitate skills gap analysis |
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Consulting support to develop and implement a practice management training strategy for individual businesses |
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Design and delivery of customised training packages to meet the specific needs of individual businesses |
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A suite of leadership development training programs and initiatives that are tailored to the needs of the business including ‘Winning Relationships’, ‘Quality Advice’, ‘Powerful Presentations’, ‘Marketing’ and ‘Sales Management’ |
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Assisting businesses design and develop financial planning tools and processes to support planners to more effectively gain new clients and efficiently and effectively manage client relationships |
| PRACTICE MANAGEMENT |
OUTCOMES |
KEY COMPONENTS |
Marketing
and sales management |
Planners who:
- Effectively gain new clients and manage client relationships
- Effectively manage sales strategies and budgets
- Provide quality advice
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- Consultancy support in developing and Implementing effective sales and marketing strategies
- A suite of training programs including ‘Winning Relationships’, ‘Quality Advice’, ‘Powerful Presentations’, ‘Marketing’ and ‘Sales Management’
- Performance coaching
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| Business processes |
- Business efficiency
- Quality advice
- Business growth and enhanced performance
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- Consultancy support in the development and implementation of business processes and policies to ensure efficiency, quality advice and support business strategy and outcomes
- Training programs to support business processes and policies
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| Software solutions |
- Business efficiency in generating Statements of Advice, client reviews and marketing correspondence using customised or tailor-made software systems
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- Software consultancy support
- Software enhancement and customisation of existing applications
- Custom-made applications
- Software training programs
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