A recent Practice Leaders Forum for key practice staff of Bombora Advice’s national network of risk-focussed advisory businesses recognised and reaffirmed the pivotal role of Practice Managers and practice staff, the company says.
Bombora’s General Manager, Geoff Counsel, says the event, which brought together practice staff from across Australia for a two-day program of workshops and presentations, recognised the pivotal role of Practice Managers and other key practice staff “…in supporting the provision of professional financial advice, client service and operational success and efficiency of their respective advice businesses.”
The company says that since its inception, it has fostered a collegiate/collaborative mindset that affirms the benefits of sharing knowledge, expertise and experiences – and this was reflected in the concept of the forum and its program.
…We wanted to bring together the people in the practices that drive the business by being the key administrative link…
“We wanted to bring together the people in the practices that drive the business by being the key administrative link between the adviser, client, life offices and Bombora. To provide a forum for sharing of ideas and experiences – insights into other advice businesses – and to establish and foster long-term friendships and connections,” Counsel says.
The inaugural Practice Managers Forum was held in 2023 and from the outset the content has been driven by the participants “…who were keen to share their expertise, experiences, templates, processes and assist others in the network to deliver positive benefits and experience for their clients by improving overall practice efficiencies, better outcomes for staff and the practice overall.”
