Conference Feedback

FP Advance have been in great demand with regular articles published throughout the financial services media, presentations and speaking engagements, and plenty of hands on consulting work with advisers and providers.

At the IFP's Central & Southern England conference in 2007, 92% of attendees rated the FP Advance presentation entitled "Building A Service Proposition For The Wrap Environment" as very effective or above average.

At PIMS 2007 conference FP Advance received the hightest rating feeback scores from advisers who attended Brett Davidson's session 'Creating A Killer Review Service.

Creating A Killer Review Service

Overall value as a learning experience

You

Lowest

Highest

Average

Please rate the content quality of this presentation

4.53

3.42

4.53

4.03

How well did the content match the programme description?

4.63

3.58

4.63

4.01

How well did this session meet your needs?

4.53

3.42

4.53

3.86

Speaker evaluation

       

Please rate the delivery of the speaker

4.72

3.33

4.72

4.15

Session average

4.60

3.45

4.60

4.01

"Brett is a top-class presenter. He has done it before with his own business and it shows."

 

FP Advance also designed and currently run the Transition Workshops for the Institute of Financial Planning (IFP). Over 98% of attendee’s have rated the course Very Good or Excellent.

In the 2006 New Model Adviser awards over 40% of nominees had done some work with FP Advance.

FP Advance has done work for:

  • Mike Godfrey of FS3, Sandy Robertson of Acumen and many other quality advisers
  • Winterthur
  • The Institute of Financial Planning
  • Skandia
  • The Lighthouse Group
  • Baker Tilly

FP Advance have a specialist understanding of the adviser marketplace. Speak to our clients and find out for yourself.

 

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