Case Studies
Below are some case studies that can be viewed and downloaded in pdf format:
Boutique Financial Planners
Page Russell Case Study
FP Advance helps David Norton Award winners Page Russell put the final polish on their business, increasing plan and implementation fees by 100% and reducing plan preparation times by over 50%.
Download: Page Russell Case Study PDF - size 544KB
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
