Transition Toolkit
A series of 6 online modules teaching you HOW to change your current business model
Each unit takes around an hour to complete. It comes with a library of templates that you can modify, brand and use immediately. It shows you how to make change happen by providing examples of how it’s worked before.
It costs £595 + VAT and gives you access to the unique FP Advance information you need to transition your business for LESS than one day of consulting.
Free Transition Toolkit Demo
If you'd like to try before you buy, complete the form here to get access to our Free Demo of the Transition Toolkit.
The modules work through the fundamental issues
- Creating your service standard – what are client’s paying for?
- Segmenting your clients – slightly different packaging for each client segment
- Pricing and the 4 Ps – the basic marketing mix
- The first client meeting – handling a new prospect effectively
- The review service – delivering your promise
- Converting existing clients – introducing your new service.
By completing these 6 modules you will be 80% of the way to creating a new model business.
Users of The FP Advance Transition Toolkit have said:
Our conversion rate from enquiry to client is now over 86%. Our profitability has increased by 62% over the last 12 months. Where previously we lacked confidence in what we charged, we no longer have any queries relating to fees. Our target A & B class client numbers have increased by 87% over the last 12 months providing greater reward for business effort. Rebecca Taylor, Dunham Financial Services
We have increased our turnover this year in the order of 12 – 15%. Improved efficiency and quality of delivery has meant a reduction in our cost base of approximately 10%. This goes straight to the bottom line. For me there is only one measure off client satisfaction – referrals, and this improved noticeably since introducing the new approach. Also, our PI insurance premiums reduced over 50% when we demonstrated our new processes to our brokers and insurers. Jeremy Brett, Brett Investment
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