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CPD resources covering the various topics around Business Development to assist you in meeting your professional development needs.

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Business Development

This section provides information on pricing structures and how to develop and grow your business.

Recent Highlights

Robo Advice

As so many advisers are now considering the inclusion of FinTec into their proposition, it is important that the Opportunities and th...

Adviser charging: how well is it working – what needs to change?

Adviser charging has been in place for less than one year and it will take time for the market to settle. Market experience is divers...

Making the most of seminar marketing

Some advisers have successfully used seminar marketing for many years. They still work but they need to be tailored to today's new ma...

The four steps for more and better referrals

Advisers tend to receive far fewer referrals than they could if they were more comfortable asking and knew how to ask effectively.

Pricing structures under adviser charging

The most challenging aspect of RDR has undoubtedly been adviser charging.

New developments in technology for advisory firms

The speed of technological change is such that advisers need to keep up with developments to be able to plan the future of their busi...

Adviser Charging

The recording of the London Adviser Charging event is now live and can be viewed using the links below. The recording has been spli...

Developing better report writing skills

The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July. Da...

How the clients of tomorrow will reshape the advisers of the future

Understanding how future trends are likely to impact on our marketplace is key to maintaining a successful business.

Adviser Charging - paraplanner's prospective

The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 27th June and London, 2 July. Da...

Differentiation in a post RDR world

Abbie Tanner, A Business Innovation Ltd, looks at your value proposition - who are you and what makes you different? These videos wil...

Standing Out From The Crowd

David Scarlett is a business coach/mentor, and founder of The Adviser Gym and The Soul Millionaire Ltd coaching academies for Adviser...

Corporate Governance and leadership - David Shelton

David Shelton, Stoke Bishop Partnership, looks at establishing long term aims for your business and creating an appropriate culture a...

Corporate Governance and leadership - Phil Billingham

Phil Billingham, The Phil Billingham Partnership, looks at building a corporate governance strategy and best practice for implementat...

Best Practice – profitability and sustainable growth

Learning Objectives: at the end of this session you will be able to: Evaluate ideas to help manage a profitable advice based fir...

Lifting the bonnet on Wealth Management – the Platform Debate

Learning Objectives: at the end of this session you will be able to: Evaluate where the platform market is now and what they can ...

The big technology debate

Learning Objectives: at the end of this session you will be able to: Better consider how they can meet changing consumer preferen...

PFS Annual Conference Opening Keynote (Paul Lewis)

PFS Annual Conference Opening Keynote (Paul Lewis)

The Care Act 2014 and financial advice for older clients

Learning Objectives: at the end of this session you will be able to: At the end of this session delegates will: understand the...

Archive

Business Development Archive

Archived "Business Development" resources: