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Achieve goals with a management system


I had a stressful start to last weekend. Of course, I couldn’t write my column without referring to the England game against Argentina.

By the time you read this we’ll have faced Romania and I’ll be nursing a sore throat from having shouted at the television. Watching something you care passionately about but have no control over is frustrating.

Which leads nicely on to the number of businesses that gesture towards a filing cabinet or say the have none when I ask about their client relationship and practice management systems.

Having a robust practice management system is essential for businesses. Supermarket giants produce management information several times an hour to let the management team know exactly what is being sold and where.

It allows the stores to raise the prominence of certain goods and encourage purchases.

Without investing thousands on infrastructure, financial services firms can also have real-time information on their business.

This gives fluidity to quickly move the focus of brokers to certain products that perhaps aren’t being sold but are of great value to clients and the business.

Two large mortgage practices told me last week that they’d had their best month for mortgages in nearly three years and the best month for protection for two years.

They’re making gains because they reach the right clients at the right time with the right products. Having a comprehensive practice management system to identify these clients is essential.


HML confirms FSA investigation is over but is tight-lipped on outcome

HML says the Financial Services Authority investigation into the firm, which was revealed in its 2010 accounts, has ended. In its 2010 accounts the mortgage servicer, which is owned by Skipton Building Society, says it was subject to a probe and there was a risk it would be fined or have to pay redress. The […]


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