FPSA’s annual Business Retreat for Principals will be held in Melbourne from 6-7 February. It’s designed for Principals to re-evaluate all components of their business before setting new goals and objectives for the following year.

The 2012 Business Retreat will be facilitated by John Nolan, Head of Advice Capability at Russell Investments. Russell Practice Management (RPM) is a twelve month program, involving three, 2-day workshops and a series of monthly coaching calls for participants. The program is based on a very successful series conducted over a decade in the United States, Canada and the United Kingdom. It has been completely re-written for Australian advisers and reflects our current (and potential) operating environment.

The first two-day workshop will focus on the current state of your business, exploring FoFA, your business goals and capabilities, ability to execute to these goals and strategies to give you more time with valuable clients.

If you are looking for the tools, techniques and some inspiration to take your business to the next level, this is a must attend event. Participants will be expected to attend all three workshops held during 2012.

The costs for attending workshop 1 are subsidised by FPSA – and attended exclusively by FPSA advisers. Workshops 2 and 3 will be held in several inter-state locations, with advisers from other Licensees also in attendance. The cost of these remaining workshops will be met by Russell Investments and FPSA. Russell Investments and FPSA.

The model FPSA employs is simple: we charge a fixed fee that is calculated on the number of advisers in a business and not how successful the business is. The only variable cost is the recovery for professional indemnity insurance.

Fees for Series one

• VIC based advisers - $350.00 (Includes over night accommodation, meals etc...)
• Interstate Advisers - $450.00 (Includes flights & transfers, overnight accommodation, meals etc...)

Please note that session numbers are limited and are filled as responses are received

FPSA recognises that it is the adviser who writes the business that can generate rebates or product margins, from time to time. Therefore our commitment is to pass on all volume bonus entitlements we receive on their behalf to our advisers .

Flexibility

FPSA permits its advisers to choose the solutions that best suit their business and their clients. This includes corporate branding, financial planning software and approved investment platforms and products.