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

Bain Capital completes Jensten Group acquisition

Bain Capital completes Jensten Group acquisition

Plans for expansion

Jaskeet Briah
clock 05 December 2025 • 1 min read
COVER Women in Protection and Health Awards 2026: Nominees announced

COVER Women in Protection and Health Awards 2026: Nominees announced

Nearly 1,000 nominations

COVER
clock 04 December 2025 • 1 min read
Claims and Underwriting: In conversation with a claimant

Claims and Underwriting: In conversation with a claimant

Joe Nattrass discusses his journey

Cameron Roberts
clock 04 December 2025 • 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