How to build a successful adviser business model
As R-Day approaches more and more advisers are using this regulatory milestone as an opportunity to reassess their business model.
For those advisers with a reliance on commissions and a desire to remain in business post-2012 there is a pressing requirement to transform their business to a fee based advice model. There are many providers and independent third parties in the market providing advice on how advisers might build a successful post-RDR business model, however too often these can be complicated and long-winded.
Our toolkit is designed to sign-post useful sources of information that can help you re-design your business and service proposition ahead of the RDR. This includes developing our own bespoke material to help provide some guidance and providing links to great third party resources that we think are particularly useful, such as:
Aberdeen helps IFAs to focus on Client Suitability
Aberdeen Asset Management is holding their next round of seminars in their Adviser Intelligence series at the end of March, with a focus on how IFAs can ensure their offering is suitable for their client base. With events in Birmingham (26), Manchester (27), London (29) and Southampton (30), advisers from around the country will have the opportunity to network with their peers and take part in the discussion about trends and issues within the industry. Expert speakers for the event include Steve Andrews (Aberdeen Asset Management), Phil Billingham (ThreeSixty Services LLP), Clive Waller (CWC Research), Paul Resnik (Finametrica), Robert Reid (Syndaxi Financial Planning), Roderic Rennison (The IdeasLab) and Malcolm Kerr (Ernst & Young). To find out more about the event, or to register visit www.aberdeen-asset.co.uk/adviserintelligence