Consultant View by Brett Davidson With clients now able to turn off ongoing revenue, IFAs must ensure their proposition is outcome-focused and provides value for money to ensure their long-term survival The retail distribution review (RDR) has caused an explosion of activity and thinking, much of it well overdue. The …
Displaying 5 Posts categorized under New Model Adviser
New Model Adviser: Life after RDR
The Verdict by Brett Davidson Read how top financial planners are preparing their RDR strategies, and then see what Brett has to say: May 11, 2012 Nicola Watts, Jane Smith Financial Planning April 30, 2012 Rebecca Taylor, Dunham Financial Services April 20, 2012 Douglas McIntyre, Loch Fine Financial April 12, …
Citywire/NMA 01 07 2011Adviser Profile: Alistair Creevy, Independent Advisers (Scotland)
Alistair’s five top tips If you are serious about transforming your business, check out Brett Davidson at FP Advance Focus on profit not turnover Delegate, make sure you use paraplanners Have an up-to-date business plan and know where you are going Create a work/life balance and have fun Very flattering, …
Citywire/NMA 07 07 2011: interview with Alan Smith, Capital Asset Management
“New client proposition boosts Capital’s profits by 25%” Capital’s turnover also reaches £1 million. In an interview with Iain Martin, Capital MD, Alan Smith attributes success to calling on “the support of external consultants, including FP Advance’s Brett Davidson and Tim Hale of Albion Consulting”. http://citywire.co.uk/new-model-adviser/new-client-proposition-boosts-capital-s-profits-by-25/a506385
Citywire/New Model Adviser 16 05 2011 – Consultant View
Redefining Adviser & Paraplanner roles Download the full article here.