The Institute of Financial Planning (IFP) and the Association of Independent Financial Advisers (Aifa) are holding a series of one-day conferences to assist advisers moving to a fee-based business model.
The first conference will be held on 14 September in London in conjunction with FP Transitions UK - a firm created by former Australian financial intermediary Brett Davidson who uses his own experience of the transition process to help UK intermediaries change their business models.
Content of the conference aims to:
- Provide an overview of the real value-added proposition provided by advisers;
- Help advisers understand why client segmentation is the foundation stone of a good-quality advice business;
- Deliver a powerful new way to present your business at the first client meeting, and
- Demonstrate how a review service can be run simply and profitably.
Chris Cummings, director general of Aifa, says: “We know the transition to fees is a key consideration for our members – when we asked them what single issue they wanted to explore in more depth, almost half said fees and fee charging. This joint initiative with the IFP and FP Transactions answers the questions members have raised about valuing their own business and how to communicate the benefits of their service.”
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Emily Perryman on 020 7968 4554 or email [email protected].IFAonline
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View from the front row