The Startup Guide for IFAs

The Startup Guide for Independent Financial Advisors (IFAs) provides guidance on the tools and technology needed to start your own financial advisory firm or grow your existing business. More importantly, the products and services covered are free or very low cost as price is a major concern for any startup. The guide is broken into 5 parts.

Basic Setup – The minimum setup needed to start your advisory firm
Getting New Clients – Implementing a social media strategy to attract new clients and using customer relationship management (CRM) tools to track potential client leads
Financial Planning – Tools to create financial plans for your clients
Trade Execution – How to execute the recommendations on your clients behalf
Portfolio Monitoring – Methods to review and monitor the portfolios of your clients
Download the PDF guide