Entries are now open for the Institute of Financial Planning’s David Norton Building Excellence award.
The award was established in 2008 in memory of former IFP president David Norton and goes to the firm with outstanding potential for excellence in financial planning combined with business management expertise.
Only firms that have not qualified for the IFP accredited financial planning firm register can apply for the award but they can come from outside the IFP. The IFP is launching a new award for accredited firms in June.
Firms must demonstrate they are committed to true financial planning, have an engaging customer proposition, understand their business and have a robust business plan.
The deadline for entries is 3 May and shortlisted firms will be revealed by the end of May with the winner announced on 1 October at the IFP annual conference and exhibition.
The winning firm will receive training including two days of mentoring with FP Advance managing director Brett Davidson, a ‘value proposition day’, a ’practice management’ day and a PR and media relations consultancy day.
Davidson says: “The David Norton award is a fantastic opportunity for up and coming financial planning firms to take the next step. The award process itself is beneficial, as is the huge array of consulting support provided to the winners. Doing my days with the winners is one of the most enjoyable parts of my year.”