Practice Management

The Power of the Back Office

Image of Sian Davies Cole
By: Sian Davies Cole
Director
Plan Works

To insource or to outsource is the most important decision to make. This is the efficient beating heart of your firm now and in the future.

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The Power of Paraplanning

Image of Sian Davies Cole
By: Sian Davies Cole
Director
Plan Works

Paraplanning is definitely now more mainstream but with no specific qualification requirements nor a definitive job description, many tasks can fall under this title.

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The Power of Process

Image of Dominika Sieradzka
By: Dominika Sieradzka
Practice Management Consultant
RIE Solutions

Systemise 90% of what you do ensuring that you have the time to customise the remaining 10% that truly matters.

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