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
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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!!!