Support
We’re committed to giving you the support you need to build your business how you want it to be. Whether it’s structured CPD, business management training, administrative support or one-to-one tailored consultancy, we’re here to help.
Advice and consultancy
Looking for one-to-one consultancy? We welcome the opportunity to work with you as a business partner. From complicated compliance questions, to business advice, to portfolio analysis for high-value clients, we’re available to provide the advice you need.
> Compliance guidance
> Practical business development
> Portfolio analysis for high-value clients
Learning and development options
Our professional development events deliver you all the structured CPD you need for the year. We offer a full programme of quarterly training events with topics driven by our members – so that we always cover subjects that are relevant to you.
> All the structured CPD you need for the year
> Event topics driven by member requests – pension reform, Mortgage & Protection, business property relief etc
> Deeper coverage of key topics available in our Investment Peer Group sessions
> Additional Ed Assess online CPD from the Chartered Institute of Insurance (CII)
Watch highlights from our Spring London Professional Development event:
In Partnership and the team have made us feel like we are business owners again. They allow us the freedom to make business decisions to help us deliver fair service to our clients while protecting the client and our practice in the process
BD Dalton, Taurus Wealth
Russell Investments Academy
Through our relationship with Russell Investments, we are able to bring our members the added benefit of Russell Investments Academy business training. Russell Investments Academy is designed to help you plan, build and expand your business. It brings together Russell Investments’ experience helping thousands of advisers in the UK and abroad to build the businesses they want. The structure is flexible and modular so you can design a programme tailored for you.
> Introduction to business planning
> Advice on how to expand your business profitability
> Analysis to help you build your business how you want it to be
We’re passionate about helping you build the business you want. We want to help get your business how you want it to be – whether that means building more efficient processes, improving your client relationships, or simply freeing up more of your time.
Watch highlights from our first event in the Russell Investments Academy training series where we looked at how to help advisers make their businesses exceptional through business planning, marketing planning, demonstrating value and strategic persuasion.
Russell Academy training highlights