FP Advance - In the media
www.fpadvance.com
daily12006-08-10T13:27:48ZThe power of PR (Professional Adviser 18-12-08)
http://www.fpadvance.com/info-page.php?info_id=143
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 HoltNo publisher2007-11-20T19:25:27ZNews ItemValue Is In the Eye Of The Beholder (Published on IFAonline 14-07-08)
http://www.fpadvance.com/info-page.php?info_id=130
An IFA client has started working through his existing clients, one by one, face to face to present his new proposition.No publisher2007-11-20T19:25:27ZNews ItemBullet proof business strategy (New Model Adviser 07-07-08)
http://www.fpadvance.com/info-page.php?info_id=129
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.No publisher2007-11-20T19:25:27ZNews ItemYou can take them with you (Professional Adviser 03-07-08)
http://www.fpadvance.com/info-page.php?info_id=127
You can take them with you (Professional Adviser 03-07-08)No publisher2007-11-20T19:25:27ZNews ItemMaking the most of the web (Professional Adviser 03-07-08)
http://www.fpadvance.com/info-page.php?info_id=126
Making the most of the web (Professional Adviser 03-07-08)No publisher2007-11-20T19:25:27ZNews ItemTime for IFAs to change thinking on client value (Published on IFAonline 06-06-08)
http://www.fpadvance.com/info-page.php?info_id=125
John Robinson's viewpointNo publisher2007-11-20T19:25:27ZNews ItemAdvisers warned not to get hung-up on RDR outcome (Published on IFAOnline 23-04-08)
http://www.fpadvance.com/info-page.php?info_id=124
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.No publisher2007-11-20T19:25:27ZNews ItemAsk The Consultant (Professional Adviser 24-04-08)
http://www.fpadvance.com/info-page.php?info_id=123
Ask The Consultant (Professional Adviser 24-04-08)No publisher2007-11-20T19:25:27ZNews ItemAsk the consultant (Professional Adviser 13-03-08)
http://www.fpadvance.com/info-page.php?info_id=122
Ask the consultant (Professional Adviser 13-03-08)No publisher2007-11-20T19:25:27ZNews ItemThe First Client Meeting (Professional Adviser 31-01-08)
http://www.fpadvance.com/info-page.php?info_id=121
The First Client Meeting (Professional Adviser 31-01-08)No publisher2007-11-20T19:25:27ZNews ItemMonthly Survey (Professional Adviser 05-06-08)
http://www.fpadvance.com/info-page.php?info_id=120
Monthly Survey (Professional Adviser 05-06-08)No publisher2007-11-20T19:25:27ZNews ItemFP Advance offers online course for transitioning IFA's (Citywire, NMA Edition 19-05-08)
http://www.fpadvance.com/info-page.php?info_id=119
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.No publisher2007-11-20T19:25:27ZNews ItemHow can financial planners succeed in difficult markets? (Published on IFAonline 18-04-08)
http://www.fpadvance.com/info-page.php?info_id=118
Jim Constable's CommentNo publisher2007-11-20T19:25:27ZNews ItemCredit crunch...what credit crunch? (Published on IFAonline 08-04-08)
http://www.fpadvance.com/info-page.php?info_id=117
John Robinson's viewpointNo publisher2007-11-20T19:25:27ZNews ItemNone of us are as smart as all of us (Published on IFAonline 20-02-08)
http://www.fpadvance.com/info-page.php?info_id=115
Have you ever wondered what life would have been like 10 years ago if you'd known what you know now?No publisher2007-11-20T19:25:27ZNews ItemTackling the 10 most common mistakes planning firms make (Financial Planner Dec 2007)
http://www.fpadvance.com/media-centre-1/press-releases/financial-planner/tackling-the-10-most-common-mistakes-planning-firms-make/
Most planners want to improve peformance but what are the common business mistakes they make? Brett Davidson of consultants FP Advance provides some answers.No publisher2007-11-20T19:25:27ZNews ItemMoving to a Fee-based Financial Planning Model (29-11-2007)
http://www.fpadvance.com/info-page.php?info_id=108
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.No publisher2007-11-20T19:25:27ZNews ItemWhat is the role of the introducer? (Published on IFAonline 27-11-07)
http://www.fpadvance.com/info-page.php?info_id=104
Jim Constable's Talking Point.No publisher2007-11-20T19:25:27ZNews ItemExperienced (Professional Adviser Supplement)
http://www.fpadvance.com/media-centre-1/press-releases/professional-advisor/experienced-professional-advisor-suppliment/
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.No publisher2007-11-20T19:25:27ZNews ItemMake it Clear Just How Good You Are (New Model Adviser 05-11-2007)
http://www.fpadvance.com/info-page.php?info_id=111
The term independent financial adviser conjures up an image of someone who represents the client's interests and provides advice.No publisher2007-11-20T19:25:27ZNews ItemOpportunities, not roadblocks (Professional Adviser 11-10-07)
http://www.fpadvance.com/media-centre-1/press-releases/professional-advisor/opportunities-not-roadblocks-professional-advisor-11-10-07/
Have you ever thought of compliance as a marketing tool? asks Brett Davidson.No publisher2007-11-20T19:25:27ZNews ItemIFP conference - New model advisers worth more says FP Advance (Money Marketing 03-10-07)
http://www.fpadvance.com/media-centre-1/press-releases/money-marketing/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.No publisher2007-11-20T19:25:27ZNews ItemTips From The Coalface September 2007 (IFP E-News 27-09-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifp-e-news/tips-from-the-coalfaceseptember-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 No publisher2007-11-20T19:25:27ZNews ItemBrand Aid (New Model Adviser 24-09-07)
http://www.fpadvance.com/info-page.php?info_id=110
Many IFAs look at building a brand as something that is great for Coca Cola, but irrelevant to their financial advice business. But creating a strong brand identity gives you 'share of mind', so that customers think of you first when seeking the type of service you provide.No publisher2007-11-20T19:25:27ZNews ItemHow lucky do you want to be? (Published on IFAonline 19-09-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/how-lucky-do-you-want-to-be-published-on-ifa-online-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'.No publisher2007-11-20T19:25:27ZNews ItemRobinson's Talking Point, Understand Before You Buy (Published on IFA Online 23-08-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/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.No publisher2007-11-20T19:25:27ZNews ItemThe Value of Marketing (New Model Adviser 13-08-2007)
http://www.fpadvance.com/info-page.php?info_id=109
If you look at businesses across all industries, success in marketing can separate the winners from the losers.No publisher2007-11-20T19:25:27ZNews ItemNew Models Are Hot Property (New Model Adviser 09-07-07)
http://www.fpadvance.com/media-centre-1/press-releases/new-model-advisor/new-models-are-hot-property-new-model-advisor-09-09-07/
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.No publisher2007-11-20T19:25:27ZNews ItemThe Way Forward Is Out There (New Model Adviser 11-06-07)
http://www.fpadvance.com/media-centre-1/press-releases/new-model-advisor/the-way-forward-is-out-there/
How capable is the average small IFA of competing with investment management professionals and delivering an equal quality of service?No publisher2007-11-20T19:25:27ZNews ItemTaking Responsibility For Our Actions (Professional Adviser 10-05-07)
http://www.fpadvance.com/media-centre-1/press-releases/professional-advisor/taking-responsibility-for-our-actions-professional-advisor-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.No publisher2007-11-20T19:25:27ZNews ItemStop the Victims and Survivors Syndrome (Published on IFAonline 20-04-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/stop-the-victims-and-survivors-syndrome/
Jim Constable's Talking Point.No publisher2007-11-20T19:25:27ZNews ItemIndustry wants focus on service, not products - FSA (Published on IFAonline 11-04-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/industry-wants-focus-on-service-not-products-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.No publisher2007-11-20T19:25:27ZNews ItemActions for Implementation of Client Segmentation (Professional Adviser 06-04-07)
http://www.fpadvance.com/media-centre-1/press-releases/professional-advisor/actions-for-implementation-of-client-segmentation-professional-advisor-06-04-07/
When managing director of FS3 Ltd Michael Godfrey attended FP Advance's seminar on client segmentation, he decided that this was the route his business should take.No publisher2007-11-20T19:25:27ZNews ItemThe ABC of Moving On (New Model Adviser 02-04-07)
http://www.fpadvance.com/media-centre-1/press-releases/new-model-advisor/the-abc-of-moving-on/
Deciding to change your business model is a big step, but completing the migration successfully can seem more of a leap of faith.No publisher2007-11-20T19:25:27ZNews ItemDrains and Radiators (Published on IFAonline 22-03-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/drains-and-radiators-ifaonline-22-3-07/
Jim Constable's Talking Point.No publisher2007-11-20T19:25:27ZNews ItemFP Advance Calls On Regulators (Professional Adviser 08-03-07)
http://www.fpadvance.com/media-centre-1/press-releases/professional-advisor/fp-advance-calls-on-regulators-professional-advisor-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.No publisher2007-11-20T19:25:27ZNews ItemLife Begins at Four P's (New Model Adviser 05-03-07)
http://www.fpadvance.com/media-centre-1/press-releases/new-model-advisor/life-begins-at-four-p-s/
There are many ways to calculate the 'correct' fee level for your business but at FP Advance we like to keep this very simple.No publisher2007-11-20T19:25:27ZNews ItemBankhall offers aid in fees move (Financial Adviser 08-02-07)
http://www.fpadvance.com/media-centre-1/press-releases/financial-advisor/bankhall-offers-aid-in-fees-move/
Bespoke workshops to assist IFAs in fees transitioning.No publisher2007-11-20T19:25:27ZNews ItemA Whole New World? (Professional Adviser 01-02-07)
http://www.fpadvance.com/media-centre-1/press-releases/professional-advisor/brett-davidson-shows-you-how-you-can-make-the-transition-to-focus-on-service-not-selling-without-seeing-a-massive-hit-to-revenue/
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.No publisher2007-11-20T19:25:27ZNews ItemThe Price is Right? (New Model Adviser 29-01-07)
http://www.fpadvance.com/media-centre-1/press-releases/new-model-advisor/the-price-is-right/
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.No publisher2007-11-20T19:25:27ZNews ItemFP Client Holborn Financial Topped Latest Mystery Shop (Financial Adviser 11-01-07)
http://www.fpadvance.com/media-centre-1/press-releases/financial-advisor/fp-client-holborn-financial-topped-latest-mystery-shop/
FP Advance client, Holborn Financial has topped the latest 'Mystery Shopper' survey by FT publication Financial Adviser reviewing financial advisers in the Wimbledon area.No publisher2007-11-20T19:25:27ZNews ItemGetting advisers on board (Financial Adviser 11-12-06)
http://www.fpadvance.com/media-centre-1/press-releases/financial-advisor/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.No publisher2007-11-20T19:25:27ZNews ItemPlan And Deliver (Real Adviser 01-12-06)
http://www.fpadvance.com/media-centre-1/press-releases/real-advisor/advisers-need-to-take-control-of-their-businesses-and-design-the-future/
Brett Davidson of FP Advance outlines how, despite the outlay involved, a good quality paraplanner can bring added value to your business.No publisher2007-11-20T19:25:27ZNews ItemTransparency, not commission, is the issue (Published on IFAonline 16-11-06)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/transparency-not-commission-is-the-issue/
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.No publisher2007-11-20T19:25:27ZNews ItemA Design For Life (Real Adviser 01-11-06)
http://www.fpadvance.com/media-centre-1/press-releases/real-advisor/plan-and-deliver/
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.No publisher2007-11-20T19:25:27ZNews ItemWhat Do I Get For My Money? (Published on IFAonline 1-11-07)
http://www.fpadvance.com/media-centre-1/press-releases/ifa-online/what-do-i-get-for-my-money-published-on-ifaonline-1-11-07/
John Robinson's Talking Point.No publisher2007-11-20T19:25:27ZNews Item