Provider Services

The challenge for those working closely with advisers is how to provide appropriate and targeted development support while working within budgetary constraints.

Like advisers themselves, many providers are being forced to reconsider their business model and work smarter with the right clients. However, unlike smaller advisers, large providers still need to find ways to provide support across the broader marketplace.

FP Advance can provide a range of tools ranging from online analysis and training through to face to face training and consulting services for both advisers working with you and your account management teams.

Reaching the adviser market cost effectively

Training account managers for the new world

Changing your business strategy has significant implications for your adviser facing account managers. They need to better understand the changes that are taking place in the broader IFA market. Some of their clients are racing toward to the new world while others seem glued to the spot in resisting any change to the status quo. The knowledge and skills required to assist a fragmenting adviser marketplace are changing and FP Advance can provide these skills to your sales force.

For more information on creating a programme to meet your objectives and budget contact us now.

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