In the IFA sector, there are in excess of 15,000 individuals and firms competing for clients’ attention. Finding a way to stand out is essential and first impressions really do count. For your business to succeed, it’s not enough to rely solely on your products and services.

Soft skills training for finance professionals

Developing a strong brand is a crucial part of moving from being a service provider into trusted partner. You need to create:

  • Clear positioning that concisely articulates your product or service, 
  • A brand identity built on client-focused visual and verbal language 
  • A client experience strategy that enables your clients to succeed and makes them feel valued 

We have strong  experience working on behalf of IFAs, accountants and pension specialists. In the finance industry, we have helped financial planners to bring their behaviours in line with their promises, and ultimately bring their brands to life.

Finance case studies

Making IFAs and Accountants more Memorable Challenge Standing out in a crowd can be difficult. Especially if you’re an IFA, accountant or both.  Attending

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Bourlet Case Study Client survey exercise enables Bourlet Consulting to add £25k to bottom line in year one and as a result, take on

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