Steve Billingham, Steve Billingham Consulting Ltd
In this session, Steve will share his experiences of working with adviser firms to help them move from "free to fee", in readiness for the Retail Distribution Review in just over 15 months time. Essentially the missing ingredient for most advisers is confidence.
This highly engaging session will:
- Explore why confidence is the key ingredient
- Dispel some common myths about "fees"
- Explore the typical "client journey" through your advice process to discover the real value
- Help you to define your ongoing client relationship and service proposition