Archive for March, 2012

Fortitude golf day

We are really excited about the Fortitude Financial Planning golf event being held later today!

A select number of our clients and guests will be joining us at the Collingtree Park Golf Course to enjoy a day of golf and dining. Read the rest of this post

Accredited Financial Planning Firms conference success

Back in October 2011, the Institute of Financial Planning (IFP) launched its register to identify leading financial planning firms that meet the highest of professional standards, namely the Accredited Financial Planning Firms™. We’re proud to announce that Fortitude Financial Planning was one of the very first to be accredited.

Last week we attended the inaugural annual conference held by the IFP exclusively for accredited firms. It was an excellent event and we thought we would share information about the accreditation, the conference and the new IFP “great minds think alike” campaign with you on our blog. Read the rest of this post

Who are our ideal clients?

The most successful businesses in any profession have a clear idea of the types of clients they work best with, along with a firm understanding of where they can add the most value.

Here at Fortitude we’ve recently undertaken research and analysis to determine our ‘ideal client avatar‘. We have a lot of clients who fit this profile, each with similar needs, values and characteristics. Given all of our recent work on this initiative, we thought we would share our ideal client profile with you on our blog. Read the rest of this post