Add value, increase your planner base and improve productivity

Teach planners, train staff and build practices online, anytime, anywhere with ease

FINANCIAL PRACTICE SOLUTIONS: DEALER GROUPS

With FP Solutions, you can educate networks about your service offering more effectively, manage training and campaigns with or for planners with greater success, and benchmark everything for growth.

Teach planners how to manage and grow their businesses with ease

Train the trainer - use the Practice Development Program to train planners in practice development and management or ask us to train the planner for you. It's simple.

  • The Practice Development Program teaches planners how to work ON their business, rather than IN their business.
  • The Practice Development Program is a comprehensive learning tool. It will teach planners how to grow their businesses consistently and reliably over time. It is not an overnight fix. It does take time and is a sound investment in knowledge.

Teach planners to build consistent reliable advice and relationships which add value for life

Hundreds of knowledge documents and templates are available to create comprehensive Financial Planning Tutorials that will greatly assist training and professional development.

  • Each Module teaches Planners and planning staff how to work IN their business, rather than ON their business.
  • The Financial Planning Program is a comprehensive learning tool. It will teach planning practice employees and contractors how to do their jobs very well so they can deliver value to clients consistently and reliably over time.
  • The planning tutorials can be used every day by planners, their staff and others to manage practice operations. It's simple.
  • Dealer groups can also add their own content to tutorials, customise the existing tutorials to suit their needs or badge the tutorials for branding.

Distribution of Compliance, Product and Service knowledge when and where it's needed, online

Use our tutorials, build your own tutorials and share knowledge with whomever you choose. It's simple.

  • Increase accountability with the option to create online assessments
  • Reach more members using the online training networks
  • Make your Materials available online and test people as you like

Manage Planner CPD and training

Assign CPD activities for employees, employers and third parties with ease.

  • Assign CPD activities to members
  • Create assessments on CPD Activities
  • Monitor completion rates of assigned CPD activities
  • Monitor results of assessments and
  • Benchmark performance of planners, dealer groups and others in your network.
  • Reach more members using online activity assignment tools.

Create, grow, manage and benchmark relationships

Relationships with employees, planning practice and institution relationships can be managed and performance benchmarked with ease using manager solutions.

  • Create relational agreements
  • Build relational organisational charts
  • Define and assign responsibilities internally and externally
  • Benchmark performance internal and external relationships.
  • Build your relationships quickly using online networking and business activity.

Monitor, benchmark and assess both internal and external relations

Keep track of the workflows of internal and external parties with whom you have relationships.

  • Monitor Employee performance
  • Monitor Contractor or third party productivity.
  • Track how much work has been assigned, what has been completed, what is overdue and more.