Licensee Services

About Licensee Select
  • Overview
  • Optional integrated
  • Optional non-integrated

Do you have an ambitious vision to develop your business? Do you have the support and expertise in place to get you there?

Our solution

Our range of Practice Development tools can help you assess where you are and what action you need to take to achieve your business vision.

We can work with you to design and implement a range of solutions suited to the needs of your business.

By taking a whole of business approach and focusing on key areas such as your financials, clients, process and people we help you realise your business ambition.

Optional integrated solutions include:

Business Torque and dedicated Business Development Consultant

A dedicated Business Development Consultant will engage your business as a coach, guiding you through a comprehensive business planning process using Business Torque, our practice development guide. You’ll learn how to effectively engage your people and refine your processes to achieve the client and financial goals of your business.

Client attraction and retention tools

Tools and guidelines to help you grow your client base, including:

  • develop a clear client value proposition
  • identify target markets
  • marketing successfully to your clients and prospects
  • sample correspondence letters
  • how to make centres of influence work
  • how to run a successful seminar series
  • how to structure your website.

Process enhancement tools

Tools to help you streamline your advice and office processes, including:

  • segmentation and pricing guidelines
  • capacity planning guidelines
  • sample office procedures
  • project team development guidelines
  • workflow questionnaire.

Staff development tools

Staff development tools to help you attract, develop and retain staff, including:

  • advertising guidelines
  • interview guidelines
  • candidate testing guidelines
  • reference check guidelines
  • job descriptions and KPIs
  • staff development matrix
  • performance review guidelines
  • employee value proposition
  • HR strategy guidelines.

Optional non-integrated solutions include:

Access to recruitment expertise

Introduction to a select panel of professional providers to assist with your recruiting needs.

Access to selling skills course at a discount

Introduction to a select panel of professional providers to assist with your staff selling skills needs.

Access to succession planning experts

Introduction to a select panel of professional providers to assist with your succession planning needs.

Access to employee profiling

Introduction to a select panel of professional providers to assist with your employee profiling needs.

Access to independent surveying and analysis - client and staff

Introduction to a select panel of professional providers to assist with your surveying analytics needs.

Access to financial and business benchmarking expertise

Introduction to a select panel of professional providers to assist with your financial and business benchmarking needs.

  • Compliance consulting
  • Technical consulting
  • Research
  • Insurance
  • Debt
  • Advice tools
  • Marketing support
  • Practice development
  • Commission collection
  • Professional indemnity
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