Do you have a strategic plan for your financial advisory business? Are you running your business effectively? Is your business well positioned for the RDR changes? Do you think you could achieve more with your marketing? Could your service and pricing proposition be more transparent and consistently delivered?
If your not sure about the answers to these questions, then you need The Business of Advice.
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If you are a PFS member please click here for your special offer.
The book and extensive website provide you with a complete system to manage and grow your business. To maximise benefit we have included:
- Over 50 case studies
- Over 100 charts and tables
- 30 business planning templates
- Sample business and marketing plans
- Job descriptions
- Back office process maps
- Sample service propositions
The 400 A4 size pages are split into seven manageable sections with clear links to the website to make sure you cover your initial investment many times over.
Online resources
The book and website is the most valuable investment you could make in your firm's success. The specialist online resources include downloadable templates, checklists and forms as well as marketing and business planning techniques that enable you to measure, monitor and fine-tune your business.
About the author: David Shelton has unparalled hands-on experience of helping hundreds of firms to adapt to the new market conditions. So this book is rooted in practical solutions, providing a unique toolkit of business planning techniques that enable you to measure, monitor and fine-tune your business.
Written for partners, principals and managers of IFAs and all financial advisory firms, The Business of Advice is a key resource for all firms that need to adapt to the new business environment.
Price: £145
Publication: January 2010
Format: A4 spiral bound
ISBN: 978-1-905482-41-2
Orders are subject to a charge of £6 postage and packing in the UK. For addresses outside the UK, please contact us for a quotation.
Discounts are available for orders of 5 or more copies. Please contact us for details.
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