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SERVICE MENU |
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AFSL SOLUTIONS |
SOA Prevetting |
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Responsible Manager |
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Investment committee representation |
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Board of advice |
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Review of registers (and establishing new ones) |
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Training AR and non AR staff |
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Establishing AR procedures |
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Ongoing training |
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File review process |
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EDUCATION & TRAINING |
Professional Development Presentations |
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RM Training |
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TASA Training |
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INFO 216 sessions and webinars |
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Paraplanning Course |
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CVP Workshops (Client Value Propositions) |
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Soft Skills packages |
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Business Reviews |
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Strategy Workshops |
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Herrmann Brain team workshops |
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Leadership and Mentoring programs (Practice Managers) |
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PRACTICE MANAGEMENT
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Business Health checks |
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Marketing plans |
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Presentation and Sales skills |
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Activity plans |
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Process Improvementstrategies |
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Business planning |
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HR SUPPORT
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HR Process Audit & Report |
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WHS Audit and analysis |
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HR Policy & Procedure Manual (ready for customisation) |
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HR General document package |
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HR Consulting (ad hoc or projects) |
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Ongoing HR Support package |
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Performance Review process |
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Recruitment process support |
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