Monday, 29 April 2013 09:28
Deadline approaches for David Norton Award submissions
Financial Planners considering entering the David Norton 'Building Excellence' award have until Friday 3 May to submit their entries.
The award, run by the Institute of Financial Planning, recognises the Financial Planning firm with the most potential to become a great firm.
Previous winners include Cooper Parry, Fiscal Engineers and Page Russell.
Firms must demonstrate how they have outstanding potential for excellence in Financial Planning combined with business management expertise.
This is shown by a commitment to 'true' Financial Planning, identification of the strengths and weaknesses in their company, embracing fee-based remuneration and a well-thought out business plan.
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Accredited Financial Planning FirmsTM are not eligible to enter as they are expected to already be offering high-quality Financial Planning. Instead, there will be a dedicated Accredited Firms award to recognise the best-performing firm which will open in June.
The prizes on offer are two days of business mentoring from Brett Davidson of FP Advance, a value proposition day with Abbie Tanner of A Business Innovation, a client experience day with Carrie Bendall of Inspire Design Consultancy, a practice management day with Tracey Underwood CFPCM of Pace Solutions and PR and media consultancy day with Elizabeth Holt of Holt PR.
Shortlisted candidates will be informed by 25 May and the winner will be announced at the IFP Annual Conference in October.
To send in your application visit http://www.financialplanning.org.uk/david-norton-building-excellence-awards
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The award, run by the Institute of Financial Planning, recognises the Financial Planning firm with the most potential to become a great firm.
Previous winners include Cooper Parry, Fiscal Engineers and Page Russell.
Firms must demonstrate how they have outstanding potential for excellence in Financial Planning combined with business management expertise.
This is shown by a commitment to 'true' Financial Planning, identification of the strengths and weaknesses in their company, embracing fee-based remuneration and a well-thought out business plan.
{desktop}{/desktop}{mobile}{/mobile}
Accredited Financial Planning FirmsTM are not eligible to enter as they are expected to already be offering high-quality Financial Planning. Instead, there will be a dedicated Accredited Firms award to recognise the best-performing firm which will open in June.
The prizes on offer are two days of business mentoring from Brett Davidson of FP Advance, a value proposition day with Abbie Tanner of A Business Innovation, a client experience day with Carrie Bendall of Inspire Design Consultancy, a practice management day with Tracey Underwood CFPCM of Pace Solutions and PR and media consultancy day with Elizabeth Holt of Holt PR.
Shortlisted candidates will be informed by 25 May and the winner will be announced at the IFP Annual Conference in October.
To send in your application visit http://www.financialplanning.org.uk/david-norton-building-excellence-awards
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
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