Getting the fundamentals right
Taking your business to the next level requires energy and effort, but you have to be working on the right issues otherwise you will stay stuck.
Our hands on experience and research proves that advisers who do get our 12 fundamentals right achieve significantly better performance across a number of areas:
- Recurring income
- Final sale value
- Client quality
- Client satisfaction
- Referral rates
Perhaps most importantly advisers find there is more TIME to spend on what they enjoy doing most.
The FP Advance Programme addresses some key challenges
Our research tells us that even if you have moved to a fee-based structure, you may still be experiencing some sticking points:
- Getting your story 100% right, handling the exceptions
- Creating real profitability, one that matches the service you provide
- Packaging and marketing your service to a standard that befits your wealthy clientele
- Ensuring you deliver the best possible client experience so that they see value every step of the way
- Tightening up the back office to ensure slick, cost effective bullet proof delivery.
If you haven’t yet transitioned, The FP Advance Programme will help you:
- Divide your client base into profitable and non-profitable
- Match your services to specific client groups
- Communicate the need for change
- Work a service based model
- Develop a pricing strategy
- Develop your core proposition and key points of difference
- Convert existing clients without losing or damaging relationships.