The new regulatory world, post-Conduct of Business Sourcebook
Where to look for further information?
In the following sections, we provide quick and easy links which may help you locate resources to assist you in building your IFA/financial-planning proposition.
Despite the adverse media comment, we think the ‘Network’ is alive and well
Take a look at the following links...
Informed comment on the profession
Why financial-planning works for accountants
Accountants and IFAs need to market themselves, but rarely have the time for it. So...
We’ve designed simple, turnkey marketing solutions which ...just work.
The Hot Leads Now! Automatic lead-generation system
The Financial Year-Planner for your clients - the ultimate download
Download our ‘Principles-Based Advice’ newsletters from the homepage, or....
Try the following free resources...
(Editable templates are designed to help firms implement - and demonstrate TCF with their clients)