In November, the IFP’s Manchester Branch enjoyed a practical presentation from John Dashfield, of Dashfield Coaching and Development, entitled: The One Page Business Plan.
He covered the merits of using your business plan regularly to assist with the direction of the business. Attendees were tasked to identify certain objectives and goals they wish to achieve and to start the foundations of their own one page plan.
Malcolm Murray of Transact then led an informal discussion with members about the merits of using a wrap service.
He discussed how the world of Financial Planning had changed and demonstrated from a cost and administration point of view how utilising wraps could provide benefits for both clients and the Financial Planning firm itself.
Branch Chairman Steve Martin CFPCM said: “Based on the feedback we collated after the meeting, both presentations were valuable and were very well received.”