Our service experiencePractice development
Securitor’s Practice Development program, together with active coaching from our Practice Development Managers, delivers significant value to you as an adviser, and as a business-owner.
Whether you are a small one-person practice or a large, expanding business, we offer a range of specially designed services, tools and events suited to your practice needs. Our goal is not just to help you run your operations, but to help you build your business into a more efficient, more profitable advice business.
- Advice Essentials – a practical online tool designed to streamline the advice process. Incorporating compliance as a key element, it details an efficient workflow model that enables consistent, comprehensive and quality advice.
- Business Torque – the practice development framework that is used by our Practice Development Managers' to coach businesses through growth and changes; helping them achieve their goals. It is also available as a DIY program online with practice development support to help drive profitable, sustainable growth.
- Securitor Professional Development Days - with content that addresses the latest industry facts and research, as well as specialised training (such as debt and insurance strategies), Securitor Professional Development Days are valuable networking opportunities that equip you with the skills to provide more to your clients. The program also includes a practice development workshop which covers topical issues.
- Peer-to-peer forums - through various forums we consult and share ideas with our advisers. It works because we are a network of like-minded peers with a common goal: the delivery of quality advice.
- Practice development support – your dedicated point of contact will work with you as a business coach, will act as a ‘sound board’ for challenging decisions and will share successful ideas from fellow advisers. You will also gain access to business experts within and external to the Westpac Group. Ultimately though, we are here to help you be accountable and achieve your business goals.
