The Business of AdviceThe Business of Advice

  • Do you have a strategic plan for your financial advisory business?
  • Are you running your business as effectively as possible?
  • Is your financial advisory business well positioned for the RDR changes?
  • Do you think you could achieve more with your marketing?
  • Could your service and pricing proposition be more transparent and consistently delivered?

In association with

PFS

Supported by

Skandia UK


Have a look inside or buy now...

Have a look inside the book or

Buy now...


CPD accreditation for BOA

You can also earn CPD points with The Business of Advice

If you're not sure about the answers to these questions, then you need The Business of Advice.

The book and extensive website provide you with a COMPLETE SYSTEM to manage and grow your business. To maximise the benefit we have included:

  • Over 50 case studies
  • Over 100 charts and tables
  • 30 business planning templates
  • Sample business and marketing plans
  • Job descriptions
  • Back office process maps
  • Sample service propositions

Split into seven manageable sections, the book is clearly linked to the website resources to make sure you cover your initial investment many times over.

The book's author David Shelton has unparalleled hands-on experience of helping hundreds of firms to adapt to the new market conditions. So his book is rooted in practical solutions, providing a unique toolkit of business planning techniques that enable you to measure, monitor and fine-tune your business.

The Business of Advice book and website is the most valuable investment you could make in your firm's success. The range of specialist online resources include downloadable templates, checklists and forms as well as marketing and business planning tips, and useful links to help you improve your business.

New - Additional Resources

In response to reader requests, we have added some additional resources to the website to help you use The Business of Advice even more effectively. Once you have registered on the site after purchasing your copy, you will have access to a set of roadmaps on key planning issues, costing spreadsheets and meeting agendas to make the most of your time.

As soon as you have the book you can access the website and start to use the wide range of practical tools and techniques in your business.