Celestis

Resource material for practice managers

Over a period of time, Celestis has created a number of practice management related articles that have been published in a wide variety of journals and magazines.

The purpose of the articles is to provide insight into specific aspects of practice management. For more information on the subjects, please speak to your business/practice consultant.

The articles may be freely downloaded from this page.  We would ask, however, that you adhere to the copyright conditions attached to all Celestis material.  Please do not reproduce the material without the written permission of Celestis.

In the media

Who's your coach?

Today, practice owners appreciate the value of a business coach or mentor. When problems arise, however, it is usually a result of a poor fit between coach and practice owner. Making the relationship work starts with making sure that coach and owner are right for one another. Read more...

Black coffee or hot chocolate?

Experience suggests that most of us are pretty good at communicating when required to do so. What is lacking, possibly, is a constructive strategy that ensures that we communicate regularly and with a clear purpose. If making communication count is important then we should want to ensure that we get the right message out whenever appropriate, that is why a communication strategy is very important. Read more...

To access the Celestis articles archives, please click here.

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Tip of the week

Celestis produces weekly business tips for practice owners, advisors and their support staff. These tips focus on the challenges of combining the roles of advising clients, providing service and managing a business. We sincerely hope you find them useful in your role.

This week's tip for Practice Managers

Self Management

Do you openly seek feedback - from your clients? From your staff?

Making sure that you're doing the right things right is easier if the people that you are doing it for give you feedback. Ask them what they think and what you could or should be doing that they still need from you.

Don't think of feedback as criticism. It is far more likely to be constructive input into what you are doing and is usually very encouraging.

To view the archive of Practice Manager's tips, please click here.

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Personal Assistant's tip of the week

Service Differentiation

If you feel that you really need PowerPoint presentation just to explain what you do for a living, it's time to start calling in your strategic business partners.

The support staff role can be a complicated one when continual client, management and industry demands are placed upon you - and with the financial planning industry in a constant state of change, this is increasingly the case.

Yet outside your practice lies a vast knowledge base: Product Provider Consultants, Compliance Officers, Business Coaches and fellow support staff. In a varied role, undoubtedly you will find that these valuable resources will have ideas and advice that may simplify your processes, make your office more productive and give you a fresh perspective on meeting your objectives - so reach out to one another and share ideas over coffee or at industry events.

 

To view the archive of Personal Assistant's tips, please click here.

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Better Business