Targeted, meaningful content creation for use with your Financial Planning clients. Many of you have told us that you find it challenging to communicate with your clients in an ongoing, consistent and meaningful way. You know it makes sense to keep in touch with relevant and well written content, but …

Attracting more of the clients you really want. Brett Davidson is running a focus group at the Million Dollar Round Table in Atlanta, Georgia on 8 June 2011. This is part of the 2011 Annual Meeting of the MDRT, the international, independent association of the world’s life insurance and financial …

Winning firm to be announced at Institute of Financial Planning Conference, Celtic Manor, 4 October 2011. This is the fourth year running of FP Advance’s involvement with the David Norton Building Excellence in the Financial Planning Profession Award. Entries have now closed and the judging process has begun. In addition …