Creating a Successful Retirement Practice
Welcome to the programme! If you are looking through this page and its contents you will probably have been on one of our Creating Success Programmes, or one of our seminars.
If you have not attened one of our seminars and would like to be informed when we run the next sessions, please register your details with us so we can stay in touch.
NB: These services are currently free to all, however grab it while you can as a premium charge will soon be applicable.
During our sessions we talk about lots of different management models and methods, which have included:
- Analysing your business
- The Balance Business Scorecard
- Creating a ‘House View’
- Segmenting your client base
- Defining your proposition
- Building a vision
- Values based business practice
- Creating a marketing plan
- Client communications
- The 6 Thinking Hats – from Edward De Bono
We also talk through tools and methods to specifically support the retirement practice:
- The Retirement Market map
- 5 Stage Advice Process model
- The '12 Critical Factors'© of retirement advice
- Local data for life expectancy
- Income & Capital Requirements
- Personal Tax planning
We will provide more information on these elements as the weeks progress.
