IFA network Berkeley Independent Advisers has teamed up with South African practice management expert Anthony Morris to launch a business coaching programme for IFAs.
Through the PracticeBuilder Programme, intermediaries will be given the opportunity to learn first-hand from Morris how to improve the service they deliver to clients, what to look for, the type of language to use and many other aspects of client management which until now advisers have tended to see as less important than actually making sales at the firm.
Under Morris’ leadership, BIA members will be offered template systems, approach letters and documents to be used in administration, marketing and client management.
Morris was one of the Million Dollar Round Table guest speakers at this year’s LIA conference who persuaded delegates there were many ways of making sure clients know how much they are appreciated, such as sending cards at key events in a client’s life, perhaps at the birth of a new child, etc.
The aim of such actions, argues Morris at the LIA conference, was to show the consumers the firm regularly remembers key information about their clients as well as point out the potential financial planning needs of the client, given these life-changing events.
In his latest venture with BIA, Morris will present six modules, each four hours long, about prospecting for new clients, personal marketing and promotion, creative selling, as well as activity, staff and office management.
Creation of the PracticeBuilder Programme will sit alongside the BIA mentoring programme under which 10 of the newest members of the network can seek guidance on running their business from BIA’s top four firms.IFAonline
30% flat rate of tax relief proposed
Letter to CEOs
Five days to go …
A quarter (26%) unwilling to pay fees