The Art of Practice Management

Wednesday 19 August 2020 at 11 am

60 minutes: 40 minutes presentation, 20 minutes Q&A

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.

Dominika Sieradzka

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
  • Explore the highs and lows you may go through as you implement changes
  • Understand how to implement solutions to ensure great outcomes
  • Get to know the psychology of that lies behind exemplary practice management.

Register for the webinar on BrightTalk

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