Perfect for managing people and your planning business

Simple, yet sophisticated, practice development tools that work.
Manage your people and your business with ease.


Learn to manage and grow your business with ease

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 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 quick fix. It requires time and is a sound investment in knowledge

Teach your team to build consistent reliable advice and relationships that add value for life

Help your team to do their jobs exceptionally well and with ease and use these powerful tools with clients and staff to demonstrate value.

  • Hundreds of knowledge documents and templates make up the Financial Planning Tutorials.
  • Each Module teaches you and your staff how to work ON the business, rather than IN the 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 to 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.

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

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

  • Increase accountability with the option of creating online assessments
  • Reach more members using the online training networks
  • Make your materials available online and test people as you like

Manage your practice

managing your practice

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 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.