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How To Grow Your Financial Advisory Practice Through Systems & Processes
Recently Sarah Challenor spoke to Paul from Thompson Consulting to discuss all things systems and processes. In order to grow your firm, understanding the data (and the value in...
5 Processes To Review To Improve Your Business Efficiency
Although organisations differ and vary in the way in which they’re run, all businesses have similar issues. For example, all businesses have to ensure time is well spent and that...
Selecting a Back Office System
Selecting a back office system is never a small task and can seem daunting. In this joint webinar for PFS, Dave Edwards and Sarah Challenor break it down into three simple...
Preparing your Data to Sell your Business
Firms have a wealth of data but sometimes it’s hard to see how to link it together to understand and prove the value of your client base. This session outlines how to extract...
Have you Got a Handle on Your Month End Process?
The first week of the month is always our busiest, closing down a large number of month ends for clients on their back office software. So we’re asking you if you’ve got a handle...
Questioning Whether You Should Sell Your Business (or not!)
Should I Stay or Should I Go? I was on a call to one of my clients last week and we were discussing an online seminar that they had recently attended. Apparently, ¾ of the...