BUILD BEST PRACTICE TO HELP YOU
DEMONSTRATE THE VALUE OF ADVICE

BUILD BEST PRACTICE TO HELP YOUDEMONSTRATE THE VALUE OF ADVICE

 

 

 

For business owners, managers and financial advisers. Developed by Old Mutual International in collaboration with our management consultant partners, Masthead. 
Masthead
The world of international advice has been going through change. New regulation, especially, has meant a need to continually adapt businesses to ensure their future sustainability. We can help you - with our award-winning* ‘Future Fit’ modular training programme, which has been specifically designed for international advisers – whether your firm is well established or just starting out. It covers a range of topics, such as business and investment planning, operational efficiency and client segmentation – all to help you make best use of your time.

Learn more about Future Fit or go directly to the Training Hub to work through the six bite-sized modules.

You can also visit our Marketing Support Hub for social media tools to market your business and plan client seminars.

*Winner for Best Practice in Asset Management/Life Products/Bonds (Future Fit) at the International Investment Fund and Product Awards 2018.

 

 

Future Fit Training

Business Planning

Business Planning

Map out a plan and the steps to achieve your goals.

Access now
Segment clients

Segment Client Base

Shape your proposition by segmenting your client base.

Access now
Investment Planning Process

Investment Planning

Introduce a robust and repeatable investment planning process

Access now
Profitability analysis

Profitability

Help define your business priorities through full business analysis.

Access now
People assessment

Invest in people

Maximise the potential of your most important asset - your people.

Access now
Operational Efficiency

Ops Efficiency

Analyse your processes to help reduce costs and increase profits.

Access now