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Product Code: GD001 |
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| Stock Level: 9 |
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RRP: £24.95 Now: £0.00 |
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Product description:
"Start Your Own IFA Practice" (RRP £24.95)
In our talks at seminars run for accountancy firms around the UK over the last four years, this is the big issue which has cropped up more than most: “How do we set up our own financial advice service?”
Because so many firms are asking the same question, we’ve written the book!
This is the complete guide to all the essential issues if you are considering adding independent financial advice to the range of services that you currently offer. This handy book covers the following issues:
When you absolutely should not go down this route
Minimum required qualifications
Regulatory authorisation
An appropriate business entity
Additional authorisations
A robust compliance framework
Professional Indemnity Insurance
Basic infrastructure
Practical marketing
Joined-up services
Essential literature
A workable strategy
In our experience, many professional firms encounter issues at the setting-up phase which will pretty much determine the future success (or otherwise) of their IFA entity. This is why we’ve written the book – to help you avoid the most common pitfalls, and get straight to the point with your planning. For any professional firm seriously considering adding this kind of ‘value-added’ service, our book is an indispensable source of help – and for a limited time it is completely free!
For your free copy of this unique guide, please register your details as follows:
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FREE - Start Your Own IFA Practice