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Going the extra mile WILL make a difference with or without RDR

This session will focus on the areas that financial planning businesses are differentiating themselves. The relevance of the proposition and the components within are going to be very important. Recent FSA papers on platforms and risk profiling prove that there is much to think about aligning a winning proposition with something that works for your clients and also delivers a profitable service for the firm.
Recorded Jan 28 2011 43 mins
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Presented by
Nick Cann, Chief Executive, Institute of Financial Planning
Presentation preview: Going the extra mile WILL make a difference with or without RDR

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  • Presented by: Nick Cann, Chief Executive, Institute of Financial Planning
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