Longer-term use of this clever pen supports its viability for IFAs |
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The home of bright ideas
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Strawberries & cream. Bacon & eggs. Cagney & Lacey...Accountants and IFAs.
A consistent focus now for eight years. Why shouldn't we aim for the best possible financial outcomes for our clients, by linking up tax-planning and financial planning disciplines? |
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Clients don't care about compliance. They care about results. So why should IFAs make 'compliance' the biggest driver of what they do?
The idea seemed crazy to us, too. So we built automatic compliance frameworks into Clarity, our practice-management system. |
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What does your client pay you to do? To sit, fixated behind your computer monitor, reinventing the wheel for every piece of investment work?
Probably not. So, we developed the ValidPath Investment Proposition, to free up your time for client contact. |
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Last-minute stuff is never a good idea. So why are so many IFA networks holding onto the old commission model for grim death, right up until 31st December 2012?
It doesn't make sense to us. Quite apart from the issue of a positive focus on the client, it seems incomprehensible that changes this strategic would be deferred until the last minute. At ValidPath, we're proactively working with our Members to get them ready now. |
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Don't do stuff you don't need to. Which is why, for smaller firms, we can provide an outsourcing service for paraplanner needs - even for routine client admin on Clarity, our practice-management system. |
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And here's the best one of the lot: if your emphasis is on financial-planning, and wealth-management, if you genuinely want to develop a fee-based practice, and if you see a profitable future beyond 2012, why not join us? |
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Kevin Moss, 23/09/2011 |
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