New Model Adviser
Four myths about long-term business success (Citywire - New Model Adviser 12-07-10)
A sound business proposition is not enough to guarantee success. Advisers should be ever vigilant about their clients' changing needs to ensure they keep and encourage a growing following. view
Why you need an effective business plan (Citywire - New Model Adviser 21-06-10)
Answering four strategic questions and identifying two key goals are crucial steps in drawing up an effective business plan that will maximise your profitability. view
Six referral-boosting tips to attract the right clients (Citywire - New Model Adviser 04-05-10)
By crafting a marketing programme based on the needs and proposition of your business, you can generate a steady fl ow of client leads and build up your brand. view
13 things clients need to navigate the game of life (Citywire - New Model Adviser 06-04-10)
Don't be tempted to act as investment manager to clients - what they really need is long-term, comprehensive planning that guides them through life's pitfalls and focuses on their goals. view
The real cost of holding onto unwanted clients (Citywire - New Model Adviser 01-03-10)
If you have invested in a business geared up for high-end clients, don’t kid yourself that offering a no-frills service to smaller clients will cost you nothing. view
How to get rid of clients who don’t fit the business (Citywire - New Model Adviser 09-02-10)
Improving the quality of your client base is crucial to improving your business but many advisers are reluctant to have a clear out. Here are some tips on how to identify the clients you can do without. view
Get rid of the over-engineering (Citywire - New Model Adviser 07-12-09)
Some of the processes advisers use to engage and service clients are unnecessary and they devalue businesses. Keep them simple and keep them effective. view
Get real, build a business, you’re not in the movies (Citywire - New Model Adviser 28-10-09)
The attitude that you can just tweak your business model or ‘build it and they will come’ will not bring you success in either developing or exiting your business. Make sure your proposition offers value. view
Win-win relationships last longer (Citywire - New Model Adviser 14-09-09)
Great advisers are those who put their clients at the centre of their business and ensure they make a profit that reflects the effort they put in. view
Striking a chord (New Model Adviser 20-07-09)
James Harvey grows his client book by ensuring his seminars hit the right note. view
Ensure the pricing is transparent and fair (Citywire - New Model Adviser 01-06-09)
Out of the various approaches to pricing, advisers should be aiming for the premium space – but for this, they must offer the highest quality service. view
Client segmentation for winners (Citywire - New Model Adviser 16-03-09)
Making client segmentation a winner for your clients and your business is not as easy as ABC. You must drill down further to match your services to their needs. 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
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
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
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
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
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
