Fitzpatricks Advice Partners has released a free guide for principal advisers looking to scale their business. Building a National Advice Firm: Critical Factors for Growth and Expansion draws on the firm’s almost 40 years of experience.
Co-authored by the firm’s CEO Andrew Fairweather and Debbie Jensen, Head of Marketing and Client Value Proposition, the 12-page white paper examines what they state are the key attributes of successful national firms.
The guide includes tips on how to foster unity and alignment, and develop a strong culture and community.
It also details the benefits of being part of a national firm for advisers, employees and clients including clear, consistent principles and values, and an aligned approach to the delivery of service and advice.
Fairweather said: “We have put together this guide to share some of the strategies and initiatives that have helped Fitzpatricks Adivce Partners become a purpose-driven national firm that is partnering with advisers to drive strong client and business outcomes.”
Jensen said: “We’re seeing a trend of advice businesses getting bigger through a combination of M&A and organic activity, and with this growth comes additional opportunities and considerations.”
She said the guide distills almost four decades of learning and experience into a short paper to inspire advisers and business owners to develop a national firm strategy and ensure the right foundations are in place to see them flourish and achieve their long-term goals.
Click here for your copy.
