The programme comprises two half-day face to face consultations, as well as monthly phone mentoring and fortnightly email updates. Participants can also attend other marketing seminars hosted by IFA Life. The programme costs £2,750 and there is also a three-month programme priced at £1,875. The course covers subjects such as how to optimise websites so they climb higher in search engine rankings.
IFA Life founder Philip Calvert says: “We are not suggesting that every IFA firm is going to start offering online financial planning services yet but there is a great deal that they can do online to meet the needs of the increasingly internet-savvy investor.”
He believes it is a good time for advisers to consider their web strategy as the retail distribution review prompts them to rethink how they present themselves to consumers.
Wilson Dean Financial Services director Nick Lincoln says: “I do not think people want to pick a financial adviser off the internet. People prefer to go by recommendation but they may then look on the web to make sure that an adviser has a professional-looking website.”