Celestis

Practical applications of practice management

From time to time Celestis will conduct or facilitate seminars, workshops or events focusing on practice management or the use of best principles in order to enhance the effectiveness of financial advisory practices.

We will use this section of the website to inform you of upcoming events and to provide feedback of events that have taken place.

Previous Events

 

Are you planning to become a 2011 statistic?

 

We already know that 2011 will be a demanding year for financial advisors. Legislation, the economy and the markets will all contribute to making our industry tougher than ever. Statistically, a number of businesses will fail, some will survive and only a few will thrive. Where will you be placed?

Statistically, too, those businesses that have an effective business plan have a significantly higher chance of surviving, even thriving.

   Here's why:

  • You can clarify your goals and determine exactly where you wish to get to.
  • It will allow you to create opportunities and then capitalise on them.
  • Every member of your team will know what it is that they must contribute to the effort.
  • You can link staff incentives to the achievement of the business goals - a genuine win-win situation.
  • You can easily assess progress and make changes before it is too late.
  • It adds structure to what you do, making objectives much easier to achieve.
  • If you require finance, a business plan makes negotiations that much easier.

   Here's what:

  • The Celestis approach to business planning is comprehensive and inclusive.
  • The Celestis Business Planning Workshop will provide you with the basics for developing a practical, effective plan.
  • The structured approach allows you to develop an easy-to-follow blueprint for 2011.
  • The documented plan is ideal for formal communication and everyday usage.
  • You will come away with practical ideas that can be implemented easily and immediately.
  • The planning template is free, simple to use and highly effective.
  • You will have the opportunity to share ideas with like minded fellow advisors.

Take 20 minutes to register on this site and complete the free litmus test and attend the workshop where we will highlight practical tips for capitalising on opportunities and increasing profitability. We'll show you how to ensure your business plan plays to your strengths, allowing you to wield a competitive advantage and come out on top.

The Business Planning Workshop took place on Thursday, 24 February 2011 in Johannesburg.  For more information click on the image or click here.

We encourage you to browse through our website to learn more about what we do and more importantly, what we can do for you.

If you would like more information regarding Business Planning or the Celestis seminars, please contact us.

 

The Celestis Succession Planning Seminar held in Gauteng in August 2010 was extremely successful - in fact it was rated "Excellent" by the audience.

  • The most valuable topics were "Mergers: The Practical Experience" and "Compliance practicalities of buying or selling a practice which indicates the importance of having access to accurate information combined with experience". This is what Celestis offer their clients.
  • The vast majority of the attendees were Principals/Practice Owners and/or Senior Management from all over South Africa. Prtoof that Practices trust Celestis to provide the right information to businesses considering this important step.
  • Many of the attendees have registered on the Celestis website to ensure they are kept up to date with vital information, regular tips for management and their support staff as well as access to innovative business tools. Registration is free, sign up today if you have not already done so.
  • Most attendees fell into the "buyers" category which means there is indeed a pool of buyers out there. So if you are considering selling your practice, get started by registering on the website and completing the Litmus Test.
  • The Celestis Litmus Test is a free tool designed to quickly indicate whether your practice is likely to benefit from practice management and which areas thereof are appropriate to commence with. It will give you a quick indication of whether there are issues you need to attend to before marketing your practice. Completing the test should require no more than 20 minutes of your time and instantly produces a report that you may view on line or print for later reading. 

We encourage you to browse through our website to learn more about what we do and more importantly, what we can do for you.

Programme details.

Presenter details.

If you would like more information regarding Succession Planning or the Celestis seminars, please contact us.

Better Business