Templates

Templates and content to optimise practice processes.

14.7 - Practice Manager Job Specification

14.7 - Practice Manager Job Specification

Practice Manager position specification.

14.8 - Exit Interview Template

14.8 - Exit Interview Template

Questions to ask a staff member when they leave.

14.9 - Adviser Remuneration Template

14.9 - Adviser Remuneration Template

15.6 - Estate Planning & Business Succession Checklist

15.6 - Estate Planning & Business Succession Checklist

Estate Planning & Business Succession Chekclist by Bernie O'Sullivan

16.1 Accountant Referral Pack

16.1 Accountant Referral Pack

Comprehensive referral pack for accountants referring clients to financial planners.

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Introduction to 3rd Age Solution

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