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David Norton Building Excellence Award
What is the award? Launched in 2008, the prestigious David Norton “Building Excellence” Award 2010 is now open to applications from all Financial Planning firms, including non members of IFP.
The award was launched by the IFP to remember the significant contribution made by Norton, a former Chairman and President of the IFP, to the development of the Financial Planning profession in the UK. It seeks to uncover good Financial Planning businesses which have the potential to become great ones.
The winning firm must be able to clearly demonstrate that it is committed to "true" Financial Planning, that it has adopted (or is moving towards) a fee-based remuneration system, and has an exciting and well thought-out business plan. The winner will not be the 'perfect practice' but rather a developing one, which has unique features, shows commitment to comprehensive Financial Planning, and yet is still in need of help and mentoring in certain key areas of business development, for example such as recruitment, client segmentation, defining their service, marketing etc. What are the prizes? The prizes for the winning firm are significant, having a value in excess of £15,000. As well as the trophy and the kudos of winning, the winner will benefit from:
* 10 Days Mentoring for your firm from Brett Davidson, FP Advance
* An Investor in Customers Assessment and Survey for your firm
* “New Model Adviser” Profile and Feature
* Financial Planner Magazine Profile The Panel of Judges * Steve Gazzard, IFP Director of Operations,
* Brett Davidson, Chief Executive FP Advance
* Barry Horner CFPCM President of IFP and CEO Paradigm Norton
Each application is judged by all three judges. The winner of the 2010 award will be the Financial Planning firm which the judges believe offers the most outstanding potential for the future. Their decisions are final. How to Apply APPLICATIONS NOW CLOSED. The IFP strongly recommends that you print and save a copy of your application before you send it.
Friday 28 May – Applicants informed whether or not they have been short-listed. Short-listed candidates will be asked to complete eight supplementary questions and also the FP Advance Business Fitness Report (BFR).
Friday 2 July – Deadline for follow up information to be supplied to IFP, including BFR
Friday 23 July – Shortlisted firms notified whether or not they have been selected as finalists
Friday 20 August – Deadline for finalists to supply client survey data and their Management Information Pack
Monday 6 September (AM) – Face to face interviews take place with the panel of judges in London.
Tueaday 21 September – Winner announced at IFP Annual Conference and Exhibition in Celtic Manor About FP Advance FP Advance are well established as leaders in transition planning. They help financial advisers and planners to increase their capability and confidence, improving their results.
Brett Davidson, CEO of FP Advance comments:
“FP Advance are absolutely delighted to be associated with the David Norton "Building Excellence" award again in 2010 and we strongly support the IFP in their development of professional Financial Planning in the UK. Our consulting work with previous winners Page Russell and Capital Asset Management has been hugely rewarding and is helping them to build even better businesses. At FP Advance we believe the best way to develop our profession is to 'work with the willing', developing the businesses that have shown a genuine desire to be better. All those that make the effort to enter the David Norton Award with its rigorous judging process surely fit this criteria." About IIC Investor in Customers (IIC) are the Service Standard Experts, a completely independent company, who carry out assessments for organisations to establish the strength of their client relationships, and offer a unique award for client service excellence, an award which provides real credibility with both existing and potential clients.
It also acts as a testimonial showing your ongoing commitment to your clients, and gives you invaluable commercial advantages from the powerful insight into what your clients and employees really think about your business.
Neil Craig, Managing Director of IIC comments:
“IIC is delighted to support the David Norton “Building Excellence” Award for the 3rd year. We’ve really enjoyed working with previous winners, PageRussell and Capital Asset Management. They both told us they got a lot out of the process, which of course makes it very satisfying from our point of view as well.” Previous Winners of the Award 2008 – PageRussell
2009 – Capital Asset Management Ltd. |
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.