1. newsletter
builds success
s
July 2010
Welcome to this issue
We’re growing and, through recruitment, we’re keen to keep growing
until we reach our optimum size of about 250 advisers. This newsletter
is just one of the many ways we keep in touch with firms and advisers
and tell them more about what’s going on
at Blueprint.
Whilst – understandably – our focus (and the industry’s) continues
to be on RDR and achieving QCA Level 4 and Chartered status, at
Blueprint there are a number of other exciting initiatives that we’re
keen to tell you about.
In this issue…
Have you completed
our online survey?
• Acquisitions – Blueprint has created a fund to acquire or
partially acquire advisory businesses At Blueprint we’re very keen to keep
in touch with what’s going on in our
industry and especially to understand
• Blueprint’s training and development activity delivers genuine the views of advisers and firms not
change only about our industry, but also
their views about the regulators, the
networks, RDR and the future. To help
• Blueprint improves adviser contract us, please complete our online survey,
it will only take you about 5 minutes
• RDR update – Significant increase in qualification progress
www.bpfs.com
• Business development workshop programme confirmed
• Marketing support improved further
Blueprint - 6th Floor, 51 Moorgate, London EC2R 6PB | T: 020 7562 5800 | F: 020 7562 5801 | E: info@bpfs.com

2. 2
Acquisitions
As details continue to emerge for the post-RDR world, all advisory businesses should be addressing their plans
for the future. These plans normally involve making changes to many aspects of their businesses. Some business
owners are now considering sale or partial sale of their business.
Business values are changing dramatically as details around future remuneration models continue to emerge. As
we head towards RDR, the less prepared businesses are, the less valuable they will be. Inevitably, this is making
business owners think about client profitability and segmentation – which clients should they keep and develop,
and which do they need to re-think or potentially sell.
For those business owners who want to sell all or part of their business in the near future, Blueprint can help.
Blueprint has created a fund to acquire or partially acquire advisory businesses. We want to talk to business owners
or advisers who want to consider a partial sale of their business, which will allow you to:
• Capitalise on all your hard work to date, to ‘de-risk’ and to fund the transition to the new model
• Remove the bottom end, non-profitable clients
• Retain the real goodwill in your client bank – your best clients and build again for the future
We’re also keen to talk to those who want to exit in the next 12-24 months. Business values will be pushed down
due to RDR restrictions around ongoing income streams and the higher number of sellers will drive the price down.
If you’re interested, you need to act quickly. Whilst we have significant funds available, we are receiving a lot of
approaches from interested parties. We can’t predict when the funds will be used up, but we don’t expect it to be
very long. To find out more call Phil Harvey on 07789 997 602 , email PHarvey@bpfs.com, or visit www.bpfs.com
In the news...
Blueprint headcount continues to increase
As advisers and business seek stability and certainty in the
confusion caused by Economic, political and regulatory fall out,
Blueprint’s headcount has continued to rise. We expect this
trend to continue.
Training and development delivers genuine
change
At Blueprint we are convinced by the benefits of delivering a
professional training and development programme. Our commitment
to this programme continues to reap rewards for our advisers and
business owners.
Unlike other firms and networks, our turnover has been maintained – despite the recession – as we’ve assisted our
advisers to move from being mortgage-focused to pensions and investment. In December 2008, our pensions and
investment business totalled 27% of turnover, in Q1 of 2010 that figure had increased to 53% in Q1 2010. Over the
same period, mortgages have decreased from 39% to 13%.

3. 3
Adviser contract improved
At Blueprint we’re always keen to improve our offering to advisers and business owners, whether that’s our support
programmes or the remuneration we offer. We have recently improved our contract for advisers with enhanced
rates for loyalty and production as well as improved payments terms on cases referred to Blueprints’ central Client
solutions team.
Business development workshops
In the news...
Incentive programme Dates for Blueprint’s Business development workshop
programme have been confirmed. The programme includes:
The Blueprint incentive programmes
RDR breakfast meetings; Business Protection; Estate Planning;
for 2010 to 2011 have now been
Investment review; Retirement solutions – all in keeping
confirmed with cruise and convention
venues and details announced. To with our belief in the importance of focusing on production,
find out more call Phil Harvey on combined with a planned progression towards a sustainable
07789 997 602, email PHarvey@ post-RDR business model. All backed up by our Client solutions
bpfs.com, or visit www.bpfs.com proposition which delivers remote and face to face client case
referral.
RDR update
The recent election and austerity government
combined with final details on RDR mean that
tough but better times are ahead and that the need
to move to full service based financial planning
is no longer an option. At Blueprint, we‘ve seen a
significant increase in the qualification progress and
we are now funding all face to face training revision
days.
Marketing support improved further
Blueprint has become known for its excellent marketing support programme. We have recently improved this
programme by enhancing our online marketing store and integrating a market leading email facility. This has
improved our ability to deliver, on behalf of our businesses and advisers, regular e-newsletters, Economic updates
and newsflashes. These emails are bespoke to our firms and distributed to advisers’ client-bases on their behalf.
In addition, two specialist guides have been produced on Marketing and Lead generation guides. Further marketing
packages to help with local marketing programmes are also being developed.
In the news...
Orphan client project
Blueprint has announced an the establishment of an Orphan client project to deliver leads, activities around
Data cleansing and use of VIPER to profile clients.

4. 4
Don’t just take our word for it...
“My biggest asset are my clients. I’d heard horror stories about the lack of support some networks provide which in turn
impacts on the service advisers can give their clients. I was worried about this. However, the support I’ve had from Blueprint
has been excellent. The number of clients I’ve got has actually grown, I’m also managing to increase the amount of business I’m
getting from each client.”
Stuart Hart, Hart Financial Solutions
“I joined from another network. I was suspicious of what Blueprint were telling me because my previous network hadn’t
delivered what they said they would, they didn’t keep their promises. I’ve found a difference at Blueprint. I can trust them. All
the things they said they’d do when I joined they’ve done. They are also honest about what they can’t do or what’s unrealistic.”
Paul Moyse, Excell Partnership
“ To be quite honest I felt as though I was struggling; my business was doing ok, but I was working very hard and yet my business
wasn’t growing and I certainly wasn’t achieving my income goals. I didn’t think anyone could help, but how wrong I was.
I’ve had some excellent one to one support from people who actually know what they are talking about, people who have
themselves been advisers and have run their own businesses”.
Mary Levey, Portland Place
“Blueprint has helped by providing focused training on specific areas that will help in getting me more qualified and ready for
RDR in plenty of time”
John Collett, Castle Financial Services (South East) Ltd
“I didn’t want to just carry on at the same level I always had. I wanted to feel I had a successful business. There’s a different
culture within Blueprint which helps to breed success. The support from colleagues and the Blueprint management team is
great. Best practice is shared and there’s also a degree of competition which helps. I also like the fact that the top performers
are rewarded for their efforts.”
Neil Hardy, Nexus
About us
Established less than 10 years ago, we’re a young business in every sense
of the word. We currently have about 150 advisers in 80 or so member
firms. We have clear objectives: to remain focused in London and the
south-east and to grow to a size of around 250 advisers. And, unusually for
networks, we can plan our growth knowing that we don’t have to recruit 6th Floor
more members than we need to make up for those we lose – our retention
51 Moorgate
London EC2R 6PB
rate is 98%.
Whether you wish to establish or to grow your business, learn new skills, 9am - 5pm Mon-Fri
specialise or prepare for exit, Blueprint’s business to business, consultancy
approach will help you T 020 7562 5800
F 020 7562 5801
E info@bpfs.com
Find out more about Blueprint
Visit us at www.bpfs.com - email info@bpfs.com or call us on 020 7562 5800