In Focus: Profitable advice business  

How a partnership model works for advisers

  • Explain how a partnership structure works
  • Communicate how it is different from a network model
  • Discuss the potential benefits of operating in a partnership structure
CPD
Approx.30min

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If you want an advice business with a real identity and brand you might want to consider choosing a national partnership model.

Martin Brown is managing partner at national IFA business Continuum

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Who is considered a 'partner' in the partnership model described by the author?

  2. Who is responsible for regulatory compliance in the national partnership model described?

  3. Are advisers in a partnership typically employed or self-employed, according to the author?

  4. A partnership model is considered to be rigid, allowing little room for change. True or false?

  5. What benefits does the author identify for advisers operating within a partnership?

  6. What main difference does the author identify between a network structure and a partnership?

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  • Explain how a partnership structure works
  • Communicate how it is different from a network model
  • Discuss the potential benefits of operating in a partnership structure

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