Training for change

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 ...