It says the PracticeBuilder programme will help members boost income, build relationships with new clients and develop their businesses. It includes a toolkit with template systems, approach letters and documents for admin, marketing and client management.
It consists of six modules of four hours each which include prospecting, personal marketing and promotion, creative selling activity, staff and office management.
BIA, a Berkeley Berry Birch subsidiary, has also recently launched a pilot mentoring programme, provided by four of its top IFAs. Ten advisers attended the first course. BIA says members can learn from other advisers with first-hand experience of pitfalls and opportunities .
Executive chairman Martin Banbury says: “We want to expand our development support by partnering with a professional business coach. The IFA industry is undergoing challenging changes so it is important to provide our members with knowledge and expertise to ensure they can continue to manage their businesses successfully.”