Practice Management

Every business requires active management and the need to re-evaluate the procedures. We offer the following services that are geared towards improving business practice and processes.

Staff Training

We offer specialised training in equipping and skilling your administrators in office management. We run a full day course at our offices and it is mainly geared at new admin assistants coming into the financial services industry. We focus on the necessities of efficient administrations these are areas such as product training, task management, turnaround times, process management, compliance just to name a few. Please enquire with Michelle for more information on this course and the dates for our next session.

Office organisation

We come to your office and assist with clean up, filing and organising of your office. A neat and well-structured work environment greatly improves production and professionalism. We provide this service on a monthly or quarterly basis. We also make it our goal to put in place practical processes to build excellent habits.

Goal setting/business planning

Run personalised workshops for advisors who need a sounding board or some assistance in strategising for the next season be it a year or next quarter. Clearly defined goals and business planning has been a firm foundation in their future success. Failing to plan as we all know is planning to fail. These sessions have also been utilised for imminent business changes. This could be done over a cup of coffee or for the whole day.

Assisting with processes and procedures

We come into your office and have a look at your administrative procedures and processes and assist your staff with working smarter and more effectively.

“I have been using Approach for just over two years now and my only regret is that I never used Michelle when we first met around 8 years ago. No task is too big or small and no query too much. Approach has been a real value add and I look forward to a long lasting business relationship.”

Andrew Chin

“Dependable, reliable and great to have as a “partner” to my business – they don’t come much better than Michelle and the Team!” Gregg Sneddon