Our Concept
The Money Advice & Planning franchise is the first ever
franchise available for independent financial advisers. It provides
IFAs with an excellent platform to create and build their own business
by way of a flexible and supportive working environment. It also
provides the possibility of real earnings potential.
Our concept in evolving the franchise model in financial services
is quite simple:
We aim to maximise the amount of time that IFAs actually spend
in front of their clients (and prospective clients).
Your job is advising and that is what you should concentrate on.
We have come up with a solution that allows you to do this.
Our statistics show that we get 60% of business from existing clients
and a further 20% through referrals from those existing clients.
Ignore your existing clients at your peril!
Merely joining a network may not bring the benefits to you that
your business needs because all a network will do is put you in
a position whereby you can do business. You still need to plan and
organise all of the functions of a business - administration, selling,
marketing, budgeting and management - and no network will support
you with any of these.
Franchising works on the basis that it is like a 'business in a
box', and what we at Money Advice & Planning do is all of the
background work to make that happen.
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