Personal Touch launches member business development programme

clock

Personal Touch Financial Services has launched a new business development programme offering member firms training and support in running successful businesses.

Starting this month the network's member firms will be invited to attend specialist workshops focused on long-term business plans which incorporate mitigation against regulatory risks.

The programme will be split into three clear modules, facilitated by external industry experts to support key areas such as business planning, recruitment skills, managing people effectively and budgeting.

Karen Pearson, people and development director at Personal Touch, said: "Prior to this, virtually all industry network development support focused on products or selling but this new initiative focuses on the advisers themselves which is why it is different.

"We are treating our principals as professional business people not just financial advisers."

Adrian Hill, principal of Octagon Financial Services, a Personal Touch member firm, added: "I feel I am strong at advising clients, motivating people and managing my compliance, however this is completely different to growing and managing a business."

More on Adviser / Broking

The COVER Review: NHS waiting list, group protection and advice processes

The COVER Review: NHS waiting list, group protection and advice processes

Week commencing 10 November 2025

COVER
clock 14 November 2025 • 1 min read
COVER Women in Protection and Health Awards 2026: Final day to nominate

COVER Women in Protection and Health Awards 2026: Final day to nominate

Deadline 14 November

COVER
clock 14 November 2025 • 1 min read
How to embed a repeatable protection sales process in your firm

How to embed a repeatable protection sales process in your firm

“How consistently are our advisers discussing protection?”

Toni Smith
clock 13 November 2025 • 3 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read