Derek Bradley, Panacea Adviser, Martin Grimwood, GfK & Peter Welch, Touchstone Financial Analytics
About this talk
How is your practice performing in the new world? How is your business performing compared with other similar adviser firms? How do you define success post RDR?
Initial results in from our recent RDR survey reveals a lot has changed to adviser business plans in the last 6 months.
In this webcast, Martin Grimwood, Director at specialist research agency GfK will provide an overview of the latest business trends and what clients themselves think and feel about paying for advice.
Following on from that we will hear from Peter Welch, Intermediary Director at Touchstone Financial Analytics, who will talk about the data and insights available to adviser firms as they adapt to the new charging environment.
Gathering insights on your performance and benchmarking your business have never been more important so join the debate.
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