Case Studies

Below are some case studies that can be viewed and downloaded in pdf format:

Boutique Financial Planners

FS3 Case Study

FP Advance helps Mike Godfrey of FS3 adopt business efficiencies that have resulted in the ability to manage larger business volumes without increasing human resources.

Download: FS3 Case Study PDF - size 598KB

Dunham Financial Case Study

Dunham Financial Case Study pdf download.

Download: Dunham Financial Case Study PDF - size 599KB

Small IFAs

Brett Investment Case Study

FP Advance helps Jeremy Brett of Brett Investment to increase recurring fee based income to over 70% of total revenue while reducing PI premiums by 50%.

Download: Brett Investment Case Study PDF - size 598KB

Transaction based businesses

Holborn Financial Case Study

FP Advance helps Emyr Blease of Holborn Financial create a recurring fee based business out of a successful transaction business.

Download: Holborn Financial Case Study PDF - size 598KB

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