Perfect people - FP Advance

Perfect people

Surround yourself

High quality people will get you high quality results. If full time costs too much, get some part-time experts.

Outsource

  • Turn a fixed into a variable cost to incur only when fee income is generated; paraplanning is a good example
  • Add skills such as professional business management
  • Keep your team focussed on client meetings and technical competence.

Some easy tasks to hand out

  • Regulatory compliance
  • Investment management
  • People management
  • Business management
  • Accounting and legal services
  • Paraplanning
  • Admin and IT
  • Design and marketing
  • Client research
  • Office space

We know who to ask, they help us too.