Transition Toolkit Demo
The Transition Toolkit is a series of six on-line modules that teach financial advisers HOW to change their current business model and face future challenges with renewed confidence and stronger business prospects. This free demo give you access to one of these modules.
The course has been designed to be completed in order. Each unit takes between 45 minutes and 1 hour to complete and contains:
- Step-by-step follow up to get advisers implementing the material
- A comprehensive library of ready-made templates that advisers can modify, brand and use immediately in their business
- A Resource Centre that contains further information for advisers to access on each topic
- A ‘Try it’ button that allows advisers to use the material and feedback directly to FP Advance on their experience
Transition Toolkit brochure
For further information, please download the full Toolkit brochure below:
Download:Transition Toolkit Brochure - size 473 Kb
Module 1 - Creating Your Service Standard
Creating Your Service Standard, openly raises the issue of ‘what are clients paying for?’ By the end of the module advisers have discovered for themselves the great things they already do and have packaged them in a way clients can understand.
At the end of the process a series of sticking points that used to look insurmountable to most advisers have been easily worked through.
