Learn to excel in your work each day

Improve how you work and climb the ladder of success using the FP Solutions tools

FINANCIAL PRACTICE SOLUTIONS: INDIVIDUALS

Simple solutions which will make you more successful in your business

Use the Practice Development Program to learn how to lead and manage, or ask us to train you if you would like guidance. It's simple.

  • The Practice Development Program teaches you how to work ON your business, rather than IN your business. It will teach you to be brilliant at what you do.
  • The Practice Development Program is a comprehensive learning tool. It will teach you how consistently and reliably grow whatever business in which you may be over time. It is not a quick fix. It does take time and is a sound investment in you and your knowledge. Remember, the more knowledge you have the more successful you can become.

Build reliable relationships which add value for life

Learn to do your job exceptionally well. Learn to help others do the same thing. You will become a leader before you know it. It’s easy.

  • Learn to be better in your job by using the hundreds of tutorials, training tools and templates.
  • Use the online tools to manage your relationships, grow the good ones and improve the bad ones.

Create, Grow, Manage and Benchmark Relationships

Employees relationships, 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 in internal and external relationships.
  • Build your relationships quickly using online networking and business activity.

Monitor, Benchmark and Assess 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 3rd party productivity.
  • Track how much work has been assigned, what has been completed, what is overdue and more