What our clients think...
“An excellent day that has prompted me to act on issues I was aware of and other new things I learnt on the day.”
Mark Spendlove
IPP Group
“Very informative - showed me the need to change in the future.”
David Richmond
TIC Financial Services UK Ltd
So what is the Masterclass Programme?
ITS NOT JUST ANOTHER SERIES OF TRAINING COURSES!
What it is:
Ongoing development programme allowing fundamental change to take place within an IFA's own business model.
The Business Toolbox
(supplied electronically – under license)
Includes:
- Business plan templates
- Existing client letters (inc “Sacking” letters!)
- Flowchart processes
- Referral documentation
- Initial approach documentation- Client pack
- Engagement documentation
- Client programme documentation
- Mind mapping pro-forma
- Strategic partner agreements
- Reading list plus copies of relevant publications
- Plus much more…
Support:
- Quarterly – full day events.
- Opportunity to share/interact with like minded individuals.
- Offers networking forum.
- Avoids working in splendid isolation
- Days are all themed with a defined purpose
- Input from IFA coaches who have already made the transformation
- Days linked to support material (Toolbox etc)
- Goal setting and reviewing progress (test and measure)
Masterclass quarterly events (in detail)
These include:
- Defining specifically benchmark & perfect clients
- “Elegantly dis-engaging” the none profitables
- Technology – Wrap/Platform propositions
- Referrals – creating an engine
- Defining the offering / Niche proposition
- A1 Support staff (and outsourcing)
- Fees & charging for advice
- Business planning & Goal setting
- Profit formula
- Defined exit strategy
- And much more!!!
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