In The Media RSS
The power of PR (Professional Adviser 18-12-08)
In a recession the tendency is to cut back on areas such as marketing and PR but it is the most forward thinking companies that will use PR to greatest effect in these times, argues Elizabeth Holt. view
Value is in the eye of the beholder (Published on IFAonline 14-07-08)
An IFA client has started working through his existing clients, one by one, face to face to present his new proposition. view
Bullet proof business stratagy (New Model Adviser 07-07-08)
The retail distribution review (RDR) is starting to get the industry thinking about what it might look like in the future. However, you don’t need to wait for the outcome of the RDR to start work on your business strategy. view
You can take them with you (Professional Adviser 03-07-08)
From this month’s survey it was clear that for most advisers looking to switch from a commission-focused to a fee-based business model, the biggest concern was how to persuade their clients to accept the new way of working. view
Making the most of the web (Professional Adviser 03-07-08)
Client contact via the internet is the quickest, easiest and cheapest way to stay in touch, reassure and cement relationships. view
Time for IFA's to change thinking on client value (Published on IFAOnline 06-06-08)
John Robinson's Viewpoint. view
Monthly survey (Professional Adviser 05-06-08)
Advisers responding to our survey this month said referral business from local accountants can often bring in little new business. view
FP Advance offers online course for transitioning IFA'S (Citywire, NMA Edition 19-05-08)
New model consultancy firm FP Advance is to launch an online course for advisers transitioning to fees planning, in a bid to capitalise on increasing enthusiasm for new model planning. view
Ask the consultant (Professional Adviser 24-04-08)
A strategic marketing plan forces a business to assess its strengths and so helps refocus on key messages for both new and existing clients. view
Advisers warned not to get hung-up on RDR outcome (Published on IFAOnline 23-04-08)
The outcome of the Retail Distribution Review (RDR) should not matter as advisers must change their business models to succeed anyway, according to transition planner FP Advance. view
How can financial planners succeed in difficult markets?(Published on IFAonline 18-04-08)
Jim Constable's Comment. view
Credit crunch...what credit crunch? (Published on IFAonline 08-04-08)
John Robinson's Viewpoint. view
Ask the consultant (Professional Adviser 13-03-08)
The first challenge for most firms transitioning their business model is improving their operational effectiveness. This month's question for our business consultant is how to start implementing the processes to achieve this. view
None of us are as smart as all of us (Published on IFAonline 20-02-08)
Jim Constable's Viewpoint. view
The first client meeting (Professional Adviser 31-01-08)
Every two weeks we ask advisers to highlight a particular business or technical issue and we then put that issue to a consultant or industry expert for their views and guidance. view
Tackling the 10 most common mistakes planning firms make (Financial Planner Dec 2007)
Most planners want to improve peformance but what are the common business mistakes they make? Brett Davidson of consultants FP Advance provides some answers. view
Moving to a Fee-based Financial Planning Model (PIBA 27-11-07)
Advisers looking to transition their business from a sales based up-front commission model to one that charges ongoing fees for access to advice need to have a clear transition plan. view
What is the role of the introducer? (Published on IFAonline 27-11-07)
Jim Constable's Talking Point. view
What Do I Get For My Money? (Published on IFAonline 1-11-07)
John Robinson's Talking Point. view
Experienced (Professional Adviser Supplement)
We found that by concentrating on fewer clients we could service them properly, add value and so charge fees and we were no longer working ridiculous hours. view
Opportunities, not roadblocks (Professional Adviser 11-10-07)
Have you ever thought of compliance as a marketing tool? asks Brett Davidson. view
IFP conference - New model advisers worth more says FP Advance (Money Marketing 03-10-07)
New model adviser businesses are worth more money than companies that run on traditional models, according to consultant FP Advance. view
Tips From The Coalface September 2007 (IFP E-News 27-09-07)
We are pleased to announce a new regular feature in E-News. Brett Davidson at FP Advance will be giving us his "Tips from the Coalface" on a monthly basis - the first one takes a look at the "Cavendish Medical Priority Card". view
How lucky do you want to be? (Published on IFAonline 19-09-07)
The idea that it is a good thing to be lucky has been around for some time. A quick search of any internet quotes engine will tell you things like “it’s better to be lucky than it is to be good” and “successful people are very lucky, just ask any failure”. view
Robinson's Talking Point, Understand Before You Buy (Published on IFA Online 23-08-07)
In the current climate, post Retail Distribution Review, more press space is being given over to discussion on issues like client segmentation and client proposition. view
New Models Are Hot Property (New Model Adviser 09-07-07)
As the financial services industry matures, the value of a new model business is increasing rapidly from that of an old model business, creating opportunities for those who understand how sale value is created. view
The Way Forward Is Out There (New Model Adviser 11-06-07)
How capable is the average small IFA of competing with investment management professionals and delivering an equal quality of service? view
Taking Responsibility For Our Actions (Professional Adviser 10-05-07)
The FSA is seeking input on the wrap market as part of a discussion paper to be released in June. The financial advice industry will shoot itself in the foot unless it addresses the underlying problems with its current business model, says Brett Davidson. view
Stop the Victims and Survivors Syndrome (Published on IFAonline 20-04-07)
Jim Constable's Talking Point. view
Industry wants focus on service, not products - FSA (Published on IFAonline 11-04-07)
Initial feedback on the retail distribution review supports a move away from the focus on products towards the range of services which reflect consumer needs, says the FSA. view
Actions for Implementation of Client Segmentation (Professional Adviser 06-04-07)
When Chief Executive of FS3 Ltd Michael Godfrey attended FP Advance’s seminar on client segmentation, he decided that this was the route his business should take. view
The ABC of Moving On (New Model Adviser 02-04-07)
Deciding to change your business model is a big step, but completing the migration successfully can seem more of a leap of faith. view
Drains and Radiators (Published on IFAonline 22-03-07)
Jim Constable's Talking Point. view
FP Advance Calls On Regulators (Professional Adviser 08-03-07)
Transition planning firm, FP Advance, has joined the debate on commission calling on regulators to help IFA's build a more effective business model instead of axing commission. view
Life Begins at Four P's (New Model Adviser 05-03-07)
There are many ways to calculate the ‘correct’ fee level for your business but at FP Advance we like to keep this very simple. view
Bankhall offers aid in fees move (Financial Adviser 08-02-07)
Bespoke workshops to assist IFAs in fees transitioning. view
A Whole New World? (Professional Adviser 01-02-07)
Brett Davidson, Chief Executive of FP Advance, believes advisers can make the transition of their business models to focus on service, not selling, without seeing a massive hit to revenue. He tells Nick Paler how he is using experiences from work in his native Australia to develop this concept in the UK. view
The Price is Right? (New Model Adviser 29-01-07)
When charging fees it is key to clarify not only what this levy is and where it applies but also the added value you bring to the client which justifies it. view
FP Client Holborn Financial Topped Latest Mystery Shop (Financial Adviser 11-01-07)
FP Advance client, Holborn Financial has topped the latest ‘Mystery Shopper’ survey by FT publication Financial Adviser reviewing financial advisers in the Wimbledon area. view
Getting advisers on board (Financial Adviser 11-12-06)
The market for outsourced investment management is growing strongly with a range of alternative strategies establishing market share. Fund of funds, manager of managers, discretionary management, and passive investment strategies are all making their mark. view
Plan And Deliver (Real Adviser 01-12-06)
Brett Davidson of FP Advance outlines how, despite the outlay involved, a good quality paraplanner can bring added value to your business. view
Transparency, not commission, is the issue (Published on IFAonline 16-11-06)
The retail distribution model is in question because of its lack of transparency, rather than its use of commission, says Brett Davidson, Chief Executive of FP Advance. view
A Design For Life (Real Adviser 01-11-06)
As the industry continues to evolve, simply reacting to events is not an option, says Brett Davidson of FP Advance. Advisers need to take control of their businesses and design the future. view
