This case study is drawn from multiple adviser experiences. Details have been anonymised, but the structure and outcomes are real. The starting point: an attractive opportunity An adviser joins a well-known advice practice operating within a large network. They are offered a Business Support Package (BSP), described verbally as: help getting started, an investment in … Continue reading Case Study: When “Building Your Own Book” Isn’t What It Seems
Tag: bsp
The BSP Trap: What SJP Advisers Are Rarely Told — and How to Get Free If You’re Already In
Business Support Packages (BSPs) are often presented as a helping hand. A bridge.A vote of confidence.A way to “get established quickly”. For many advisers entering or operating within large networks such as St James’s Place, BSPs can feel like the only viable route forward. But what looks like support on the way in can feel … Continue reading The BSP Trap: What SJP Advisers Are Rarely Told — and How to Get Free If You’re Already In
When the Debt Letters Arrive: Why Advisers Need a Bridge Before Legal Action
Over the past year, a quiet but troubling pattern has been emerging inside adviser networks. First, firms are deauthorised.Then advisers are moved, paused, or left in limbo.And only later do the debt letters arrive. A recent Citywire investigation has brought this pattern into sharp focus. The Morrinson Wealth case One of St James’s Place Wealth … Continue reading When the Debt Letters Arrive: Why Advisers Need a Bridge Before Legal Action
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