The Business of Financial Planning

The information on this page is for professional use only.

Blair Anderson
Blair Anderson, Regional Director, Dimensional Fund Advisors Ltd

Drawing on the results of Dimensional’s Global Adviser Benchmarks Study, Blair provides insights into the running of a Financial Planning firm both from the perspective of those transitioning to providing a full Financial Planning service and those currently providing one. Blair’s insights will cover profitability, the key challenges faced, and the characteristics shared by successful firms such as number of clients, what’s included in the Financial Planning service, the handling of assets under management, staffing and revenues.

This workshop will help you to:

  • Gain an understanding of how profitability is achieved across different sizes of Financial Planning firm from those with less than £150k of revenue, to those with over £3m of revenue
  • Gain an understanding of the major growth and operational challenges faced by Financial Planning firms
  • Gain a deeper knowledge of the characteristics shared by successful Financial Planning firms such as number of clients, staff, assets under management and revenues.
  • Learn why Financial Planning firms are more likely to offer model portfolios to clients, and how this helps with business growth.