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

Omni Protect named distribution partner for Walsham Brothers

Omni Protect named distribution partner for Walsham Brothers

Mortgage payment protection

Cameron Roberts
clock 04 August 2026 • 1 min read
 4.72% of UK deaths resulted in an IHT charge during 23/24

4.72% of UK deaths resulted in an IHT charge during 23/24

Figures ‘set to accelerate’

Sophia Panayi
clock 30 July 2026 • 2 min read
BW Consulting partners with Working To Wellbeing on vocational rehab

BW Consulting partners with Working To Wellbeing on vocational rehab

Support for employees with chronic conditions

Jaskeet Briah
clock 28 July 2026 • 1 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