IFA-in-a-box is designed to not simply challenge the notion that it is difficult to operate as an IFA post-RDR, but also that IFAs can thrive when they have the right kind of support in place.
The IFA-in-a-box campaign itself consists of animated videos, a dedicated website, e-shots and social media activity.
These elements combine to show financial advisers – whether they be IFAs, DAs or be considering going restricted – that they can access all the support and resource they need to give them time and space to get on with the job of advising their clients.
Interested? Get in touch for a conversation about how joining 2plan wealth management could help you thrive as an IFA.