Professional Adviser
Play to their strengths (Professional Adviser 27-05-10)
Making sure roles are clearly established within your business will lead to greater productivity, writes Brett Davidson, chief executive of FP Advance. view
Client education: The key to advice excellence (Professional Adviser 06-05-10)
Brett Davidson of FP Advance explains why educating clients on their financial needs can improve relationships and help your business run more effectively. view
Be proactive: ditch reports (Professional Adviser 25-03-10)
By scaling down client reviews, advisers can free up back-office time to deliver more effective services, writes Brett Davidson, chief executive of FP Advance. view
Sorting clients by value (Professional Adviser 25-02-10)
Brett Davidson, chief executive of FP Advance, says client segmentation can improve customer service and your business’s bottom line. view
People power (Professional Adviser 21-01-10)
Brett Davidson, chief executive of FP Advance, says getting people planning and ongoing management right will result in a more effective business. view
It’s never too early to start planning for the end (Professional Adviser 03-12-09)
Brett Davidson, chief executive of FP Advance, says exiting a business is inevitable and exit planning should be a key strategic consideration for all business owners. view
The rewards of reviews (Professional Adviser 03-09-09)
Brett Davidson, chief executive of FP Advance, explains how advisers can use thereview process to add value for clients and grow profits. view
Website presence (Professional Adviser 20-08-09)
Brett Davidson, chief executive of FP Advance, explains how the right website can help attract and retain the right clients. view
Using your office to position your business (Professional Adviser 06-08-09)
Brett Davidson, chief executive of FP Advance, explains why the traditional method of IFAs meeting clients at their homes no longer projects the image that high-quality advisers aspire to. view
Maximising profits for minimal investment (Professional Adviser 02-07-09)
Brett Davidson, chief executive of FP Advance, explains that effective client management is a key driver of profitability. view
Staying true to the core (Professional Adviser 23-04-09)
Bluefin’s decision to close down its networks operation and offer its members a transfer to Sesame makes a lot of sense for the group. view
IFA profits can rocket with ‘proper’ client segmentation (Professional Adviser 23-04-09)
The “effective” segmentation of clients, including grouping them by value and differentiating the service they receive, can more than double a firm’s profitability. view
Simplifying your life (Professional Adviser 09-04-09)
The business of providing financial advice is very simple, but many advisers overcomplicate it. Clients want someone they can trust to help them set some objectives (based on what they already know they want), put a plan into action and keep it on track. Not so complicated. view
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
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
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
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
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
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
Opportunities, not roadblocks (Professional Adviser 11-10-07)
Have you ever thought of compliance as a marketing tool? asks Brett Davidson. 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
Actions for Implementation of Client Segmentation (Professional Adviser 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. 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
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
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
