FP Advance has launched an online guide for IFAs thinking of changing their business model.
The firm says the industry is frequently looking for ways to effectively move to new business models in a cost-effective manner. The ‘Transition Toolkit’ provides six online training modules, detailing the steps an adviser needs to take to implement a new business model. Steve Billingham, managing director of FP Advance, says the modules will be of use to both large national IFA firms and networks, as well as smaller firms who want a cost effective and independent solution. The six modules take between 45 minutes and 1 hour to complete and printouts can be modified to add personal brandi...
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