IFAs keen to keep up with industry change and development of the new business regime ought to at lea...
IFAs keen to keep up with industry change and development of the new business regime ought to at least have a written business plan from which to build a training plan upon, suggests Campbell Edgar of Bloomsbury Financial Planning.
In the first of a series of articles for IFAonline's Business Manager - designed to help those advisers who intend to still be in the market in 10 years time - Edgar suggests a simple written plan of the company' structure, details of the marketing system, resources, maintained standards, as well as several other aspects would make an IFA's future vision of the business much clearer to plot.
To find out more of Edgar's thoughts on the structure of future business, click through the Resources link to "Training for Change".
Slendebroek CEO since 2014
For clients and social change
Our weekly heads-up for advisers
According to Cicero report
Adds 24 staff, three offices and £275m AUA