New Adviser - Helping our clients move towards a more profitable future

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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

Find out more with our Masterclass Q&A video here



The Benefits to you

The MASTERCLASS Programme consists of twelve, one-day modules, each looking in depth at the various components necessary to facilitate the change; this is further supported by practical experiences, mentoring for each delegate, marketing support and an electronically formated Toolbox of templates, documents and marketing gems!

The trainers/coaches, all carefully selected by New Adviser Ltd, extol the real benefits of changing the way an IFA practice operates. These are accomplished IFA's themselves who have undergone major change in their own business and who now enjoy the benefits that this brings higher embedded value, greater earnings and security. They will share with the MasterClass delegates the secrets of their successes, in addition they will explain how they transformed their business, what worked, what didn't and where they see their practice going in the future.

After all, who better to deliver the programme than fellow IFA principals who understand the day-to-day issues involved in planning and managing a practice in today's complex and ever changing world? The Masterclass programme is practical and pragmatic, not theoretical; all events are conducted by IFAs for IFAs.

The MasterClass programme is not prescriptive but rather through real life experiences, the attendees are encouraged to formulate their own business plan based around the various models they have experienced on the programme that suite each of them best.

The MasterClass programme is very much interactive with each delegate encouraged to participate in the fully interactive sessions. In addition to the highly experienced coaches, the MasterClass delegate will enjoy the benefit of spending time in the company of like-minded IFAs.

Image of class taking place

THE MAIN BENEFITS of NEW ADVISER MASTERCLASS

We all need to set goals and measure our achievements on a regular basis. Successful entrepreneurs are distinguished by setting personal and business goals; otherwise, we can just drift aimlessly on the 'sea of life' and start to go DOWN.

Goals should be fun and by working together in our coaching sessions we can benefit by:

  • Supporting each other to achieve our short, medium and long term goals.
  • Revisit progress every 90-days and reset new objectives for the next 90-day period.
  • Benefit from the synergy generated by our dedicated group of IFA delegates.
  • Design the business model that best suits your own situation.
  • Benefit from the experiences of some of the UK's best New Adviser Practices.
  • Gain the confidence to charge for advice as well as transactions.
  • Understand the Profit Formula and how it works in your business.
  • Work with a group of likeminded individuals who face the same challenges.
  • Throw off feelings of splendid isolation and loneliness associated with working for yourself.
  • Enjoy the benefit of joining a dynamic self-support group.
  • Benefit from the coaching experience of Nick and his team's proven track records.
  • Benefit from the group's experiences - and see how easy it is to go off course.

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