Comprehensive profession-leading support
The FSP team will work with you to increase efficiencies and add value, so you get the best solution for your specific needs and objectives. Whether it’s getting the most out of XPlan with the support of XPlan coaches, building a better business, tapping new revenue opportunities, results-driven marketing services, advice and technical support, research and more – we offer profession-leading initiatives that will put you in front.
We’ll never be stuck for ideas to drive success in your business – from mergers, acquisitions and strategic alliances to referral relationships. Your RBM will help you build a prospecting capability and business momentum. Access a suite of succession planning tools, as well as invaluable advice regarding client segmentation, service offers and support to develop rewarding client pricing models.
Support is so much more powerful when it’s personally tailored – and that’s what FSP provides. It’s about guidance, about building better processes, as well as having someone looking out for you – to bounce ideas off, support morale and assist with tricky issues. It’s helping you understand ‘why’ rather than just giving directives.
You can depend on the dedicated support of your own RBM based in your region, as well as access to specialists who can provide additional support to develop business capability, efficiency and profitability.
Outstanding thought leadership
We’ve built a leadership team with broad experience and insights into financial advice, business management, and personal development. This team is committed to inspiring and challenging your thinking – for greater success in the advice provided to clients, individually, in your practice, with your support staff, and the wider FSP adviser community. FSP leaders will impart vision to enrich your future.
Vigorous referral-generation culture
Financial advice is a relationship-based business so we’re committed to helping create a referral culture, where you are top-of-mind with your centres of influence and where clients want to introduce their colleagues, family and friends. That’s why we’ve invested so much time enhancing our advice process and why we support advisers in encouraging referrals at every touch point.
Professional development & education
In addition to annual initiatives such as our annual conference and professional development days, the FSP Adviser Development Team will help prepare you and your team for regulatory changes and support learning requirements to meet compliance needs. They can also assist with ongoing professional development and help you choose education pathways as you build your practice.
Marketing and communications
FSP advisers enjoy access to our dedicated team of marketing experts. In collaboration with the FSP Advisory Board we have produced a suite of profession-leading marketing tools for you to use to acquire new clients, foster referrals and build client loyalty. As an FSP adviser their yours to use – either independently or with the support of our specialist marketing communications team. These multi-channel kits include video, email, social media and on-screen presentations to maximise their impact and ease of deployment. They include all the elements you need to develop and promote your brand in the market.
FSP is committed to weekly remuneration payments for advisers. Your Adviser Payments Team will process all payments ensuring they’re made accurately and on time, and facilitate deductions made through the commission payment system. They will also process change of adviser notifications and new agency codes with fund managers and liaise with financial planning software suppliers on your behalf. This team also help you to take advantage of the best available terms for professional indemnity insurance, available to FSP advisers.
Improve your productivity and free yourself to spend more time with clients. As a FSP adviser, you can access the group’s paraplanning service for quality, cost-effective statements of advice and financial modelling within specified times.
Technical Services – leaders in the Australian market.
You will have access to IOOF’s Technical Services support so you can stay on top of the latest technical developments with easy-to-find information across all the major topics. This information is backed by a team of dedicated professionals who deliver ‘hands on’ technical support to ensure delivery of quality advice outcomes. This team has impressive depth of experience, is very well resourced and highly respected.
Advisers have a choice of branding – whether FSP branded, co-branded, or your own brand with appropriate references to FSP. Your RBM can help you explore and weigh up the advantages of each branding option to decide which best suits your business.