The Masterclass Programme - move to fees
To help you the IFA owner understand the RDR changes required to face the challenges of a modern IFA practice New Adviser Ltd has developed its innovative MASTERCLASS and CONSULTANCY + offerings.

The MASTERCLASS Programme will address twelve different topics as part of an ongoing series, held every 90-days for the principals of "New Adviser" practices. From the input of the coaches, delegates will gain an understanding of what change can be implemented in their own business. Perhaps more importantly build confidence that a new business model will be beneficial to both themselves and their chosen clients.

The Coaching Programme is delivered by IFA's for IFA's. Led by Nick Peters who has designed and delivered other highly successful programmes, including the one day "Step into Fees" for a leading player in the pensions sector.

To ensure a profitable future which can meet current and future challenges, it is essential to both plan effectively and continuously revisit that planning in light of external factors, and most importantly, ensure an enjoyable future.

Why Is It Different?
The programme is delivered by IFA's who have already started to change the business models of their own practice. Who better to deliver the programme than fellow IFA principals who understand the day to day issues involved in planning and managing a practice in today's complex and changing world?

Consultancy Plus+
A more bespoke offering than our standards Consultancy service.

Ideally suited to IFA practices who may have already embarked on the journey to transform their business into a new Model, of for those who feel that a more 1 -2 -1 approach would me more suited to their needs « less