Labelled ‘The Advice Evolution’ these workshops are designed to help firms who are capable and qualified to deliver Financial Planning to clients but don’t yet have the business models and processes in place to do so.

Marlene Outrim, former President of the Institute of Financial Planning (IFP) said “In the past few years we have seen Advisers and Planners successfully deal with the challenges of transitioning to a ‘post RDR world’. In my conversations with Advisers and Planners, it has been made clear to me that many of these firms see the opportunity and benefits from continuing to evolve and change, and in particular, of offering a Financial Planning service to their clients. The difficulty seems to have been and still is ‘How do we run it as a business model’?

I have got together with PBP because of their unique expertise in helping firms transition to a Financial Planning model and together I am confident we can help firms run more sustainable, more profitable businesses.”

Susan Jordan, Director of PBP added “The results of the Accredited firms survey we did with the IFP earlier this year just reinforced the fact that the key to delivering successful and profitable Financial Planning to clients is having the business process in place to do so. It’s the whole firm that matters, not just the highly qualified adviser. These workshops are designed to show what a successful Financial Planning firm looks like and what the building blocks are”

The initial workshops will run from 10 am until 4 pm in the following locations:

19^th September in Manchester

25^th September in the Cotswolds

1^st October in Scotland

20^th October in London

Fees have been held down to £297 per delegate, all inclusive. There are discounts available for additional delegates from the same firm and for those with CFP and Chartered qualifications.

Phil Billingham, Director of PBP and former Director of the IFP commented “We see these workshops attracting already successful firms and individuals who want to evolve their business into a really satisfying, profitable and ‘Future Proof’ model. We know Financial Planning firms are successful. We want to see more of them. Marlene and I have known each other for years, and her knowledge and expertise in this area is second to none. We are looking forward to working with her.”

For further information and to register a place contact Hollie Martin onhollie@philbillingham.org or call 01206 580733