Adviser Issues, RDR and Their Propositions

Presented by

Derek Bradley, CEO, PanaceaIFA

About this talk

2012 will be, barring any unlikely FSA change of heart, a pivotal year for the industry and for IFAs in particular. Providers, networks and bigger IFA businesses are ahead of the curve in many ways. Sadly though it is a fact that for the smaller business models of the typical IFA, transition is a big difficulty due to the lack of time, direction focus, commitment and the availability of resource both fiscal and intellectual. This presentation runs through some issues and propositions to ensure you succeed in seeing that your business is RDR ready. It will assist your transition vision by applying clarity to issues such as - Your objectives - Your journey - Building vision - Segmentation - Profitability - Client proposition Remember, you are not alone and do not need to be. Whatever stage you are at, this presentation should assist you shape your business for a new future.

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