Develop policies, processes and procedures that streamline activities and grow your business
Create a safe and profitable business
Have well documented business policies and manuals that will stand up to any level of scrutiny
Build policies that are compliant and adaptable in an ever changing financial landscape
Develop a strong work ethic
Create appropriate and helpful procedures to ensure staff can perform at their best
1. Why policies, processes and procedures are the secret ingredient.
In this lesson you'll understand what policies, processes and procedures are and why they are important for any advice business. You'll also learn how to develop a robust safety manual that will stand up to any scrutiny
4. Why procedures are more tempting than a pie at the footy.
In this lesson you’ll understand the importance of developing appropriate procedures. You’ll learn what information your procedures should and should not include and how they can create a safe and profitable business
Rachael’s values are inextricably linked with helping people. She believes helping people is the true path to contentment.
Professionally, Rachael has enjoyed a long career of over 20 years in Financial Services helping build strong, profitable, professional and sustainable businesses, both as a Partnership Manager, and more recently, the General Manager of a mid-size Financial Planning firm with nine staff.
Nurture Metrics came to be after Rachael spent years speaking to advisers who expressed frustration that the weight of responsibility for the compliance and administration had been pushed on to the businesses from their licensees, making it ever so much more difficult to provide and implement good quality advice, and a great client experience. This means their businesses have greater risk and smaller margins as advisers spend greater time away from their clients.
Nurture Metrics is simply our offer to help advice businesses become more efficient, scalable and profitable through making back-office processes smoother, simpler and compliant.