Best Practices Companion Program
Enhancing your Brokerage Value
This Five Module Program is designed to help brokerage principals identify operating strengths and weaknesses thereby giving you the tools to improve your brokerage's value.
This journey begins with Module I. In this module you will see and understand the scope of the program and prepare yourself for the remaining four modules.
As you can see in the brief outlines below, this is the most comprehensive broker management course ever developed in Canada.
Program Outline
Module I Introduction Getting Started The Challenge of Change Developing a Strategic Plan Getting Staff Involved |
Module II Introduction Sales Management Producer Development Carrier Relations Customer Service |
Module III Introduction Human Resources Management Employment Law Issues Employment Challenges Building a Team |
Module IV Introduction Operations Management Technology Management Financial Management Financial Operations |
Module V Introduction Perpetuation Planning The Planning Process Management and Operations Review Create a Brokerage Action Plan Making Everything Fit |
