Client Testimonials
‘As a result of my first meeting with John Robinson of FP Advance, I discovered £8000 owed to me by an Insurance Company and was able to charge an extra £2000 in fees to my next client. This has more than covered John’s fees for all six stages of the FP Advance Transition Accelerator Programme.’
Mark Robinson IFA
Private Wealth Management
"Many thanks for coming to the forum this week. The 2 sessions worked extremely well and the feedback was excellent. From a potentially cynical bunch this was an exceptional result. I will never doubt an aussie again."
Mike Hughes
CEO Burns Anderson
‘An existing client was so impressed with the service proposition that John Robinson had just designed for Turbin’s that he decided to increase his current fees by £2000 per annum and happily signed a Standing Order to do so! This occurred after just the first stage of the FP Advance business transition process.’
Martin Turbin
Turbin's Professional Financial Planning
"Thank you so much for attending and speaking at our second annual conference yesterday – we did enjoy your presentations, but also, the feedback shows that it was extremely well received by the delegates (as usual!). I hope that the delegates now manage to design the most perfect opening meetings and reviews and really benefit from your ideas and insights, but I suspect that many more will call on your future guidance as a result as well."
Kate Gill CFP
Chairman, IFP Scotland Region
“I thought you might like to know that, now I've sat through three of your presentations, I'm starting to speak with an Australian accent and calling everyone "Mate"! My speach elecution teacher would be turning in her grave!
Seriously, though:
- Adviser 1 has said (as you heard) that it is probably the best seminar which he's attended in the last eight years or so
- Adviser 2 has e-mailed in to thank you for an "excellent talk"
- Adviser 3 has e-mailed in to say how much he enjoyed the discussion. He said, "good presentation" and "excellent delivery"
- Adviser 4 has e-mailed to about 20 of his colleagues urging them to attend, if they're available, one of "the best courses ever run".
- Adviser 5 has come back to say that it was "excellent" and "very good"
- Adviser 6 said that it was "very useful"
- Adviser 7 said that it was "very worth while"
- Adviser 8 said that she was "glad she got up at 5am to get there"
I'm sure these echo the reports on the feedback forms. However, it is somewhat unusual for our members to be so forthcoming with praise. Normally they're quick to tell us what needs improvement, but not so quick with the good news. Therefore, I thought it worth a further note of thanks.
I'd like to add my own thanks as it was a very useful session (or three!). The ideas and information you put forward have given me food for thought.
Overall, I thought the sessions were unbiased and put forward logical arguments with a clear balance and a sound structure. In particular, the use of short role plays, and the referral to case studies, brought the whole session to life and added to reality."
Catherine Court, Head of Training
Lighthouse Group PLC, Exeter
"We had a marvelous two days with John Robinson - he's a good un! He made such sense of things in a very relaxed and understandable fashion. All the staff here got benefit and we look forward to next seeing him at the end of the month. I will DEF be recommending FP Advance to those that are serious about their business."
Robert MacDonald
MacDonald & Co.
“Although the day was very intense, we found it to be refreshingly specific to our business. So often when we have looked at similar processes, we have had textbook theories simply regurgitated back to us. Our day with FP Advance was certainly not like this. We have begun work, enthusiastically…and look forward to following this up with a further day in the not too distant future.”
Ian Blackburn Dip PFS AIFP, Managing Director
Platinum Portfolios Limited, East Sussex
“I thought Friday was brilliant. Your help will make a real difference.”
Dr Mark Martin
Cavendish Wealth Management, London
“I write to express how much I valued the workshops I have recently attended led by you. I have been an IFA for 8 years and previously attended many conferences, seminars and workshops. I came away from the first workshop you led knowing that what I had learnt would be of more value to my business than any of the previous meetings I had attended. Your ability to transfer information to others, based on your personal experience, is not to be underestimated. The quality of the content left me energised and focussed. I believe that if given the opportunity, all forward looking IFAs should attend one of your workshops which would enable them to review their own business and the different structures, systems and disciplines they operate which will I am sure, result in a more profitable and fun business.”
Michael Davey MIFP, Director
Future Lifestyle Independent Financial Advisers, Somerset
