Putting time, effort and energy into Professional Connections over a five year period was our biggest breakthrough.

Created by industry experts Brett Davidson of FP Advance, Tim Hale of Albion Strategic Consulting and Tracey Underwood of Pace Solutions, the new management partnership brings together all the skills necessary to grow boutique financial planning businesses to a more scalable and profitable size. Called MODEFP, this new way of …

Advisers should adopt the 80/20 principle, he says, spending 20% of their time working on the business, and 80% working in it and outlines his strategy to attract staff.

“Explaining and showing value to clients is key” Other snippets: Developing an appropriate charging structure Taking baby steps helped gain confidence Recognising that James’ core skill was as a financial planner Calling in experts gave James the push he needed A focus on life before money is the key to …

Our Professional Connections Masterclass on 21 09 2011 in Central London is shaping up nicely We’ve put together a brilliant panel session in the afternoon with John Gaskell from the Institute of Chartered Accountants, Nick Cann from the IFP and Jason Butler from Bloomsbury Financial Planning. They’ll be sharing their …