Leaders in transition planning
FP Advance were recently voted number 1 as business model consultants by the Citywire Service Index, a panel of over 400 leading new model advisers.
We help advisers move to a more profitable and sustainable business model in a way that is easily explained to their clients.
What does this mean?
Some industry commentators describe transition planning as moving to “new model advice”, or “from commission to fees” but we don’t like this terminology.
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To us transition planning is perfecting the move to a renewal income business model without starving to death during the process…
…and because there is more than one way to deliver quality advice, transition planning helps you put the polish on what is already good in your existing IFA business.
The end result is:
- Even stronger client relationships
- A more streamlined business
- Improved profitability
- Creation of brand value
- Greater enjoyment at work
Who do we work with?
FP Advance works alongside businesses that want:
- A clear business strategy
- To build a renewal income stream
- To provide a quality service to their clients
Current clients range from one-man bands to large networks and providers that work closely with their distributors. The one thing they all have in common is the desire for a better business and a willingness to make the dream a reality.
How Can You Work With FP Advance?Our services can be accessed via: |
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