Review your Business Plan
As we approach the end of 2019, FSPs are reminded that they should begin planning and considering the needs of the business for 2020. The Business Plan should be reviewed and updated according to changes in the business and should include the aims and scope of the business as well as the business strategies. The Business Plan must also be able to respond to changes in regulation, and therefore requires consistent monitoring and adjustment.
Masthead runs regular business planning seminars to assist advisors to draft an effective Business Plan. Read more about the seminar “How to create a Business Plan that works”.
Class of Business deadline for Reps under supervision
Reps appointed under supervision before 1 February 2019 are reminded that they have until 31 January 2020 to meet the Class of Business Training requirements.