Workshop
Implementing the Retail Distribution Review is a practical one-day workshop for Independent Financial Advisers
“Thank you for a fantastic workshop, the most useful of any I have attended. It has put order into the madness and given me a tremendous amount to think about and do as we reformulate our strategy for the brave new world we will be moving into!”
-Charles Dickson, Charles Dickson Financial Planning
“One day spent with Nick & Martin at Informed Choice Ltd has taken us 15 steps up the RDR ladder”
-Julie, A J Buckley, Godalming
“I have seen the documentation of over 70 IFA firms- what Informed Choice Ltd produce is without doubt the best”
-Ian Laverty, Igenuity Scotland Ltd
“It really is a super day and I would thoroughly recommend it”
-Philippa Gee, Philippa Gee Wealth Management
Find out more, view available dates and book your tickets
There is a lot of good theory about the change process that will enable an IFA firm or individual to get themselves ready for the Retail Distribution Review. No doubt the theory is important in helping our thought processes.
Practical guidance on the other hand is in relatively short supply.
This one day workshop looks at the practical experiences. We share two important things in this workshop – the things we have got wrong and the things we think we have got right!
Agenda
Hosted by Nick Bamford, each one-day workshop runs from 10am to 4.30pm, with a working lunch provided so delegates get maximum value from their investment.
During the day we will cover various topics to help you survive and thrive in a post-RDR world, including:
-The reasons for change
-Building a valued and valuable proposition
-Pricing your proposition for profit
-Client segmentation – the real issues and challenges
-Creating robust systems and processes
-Marketing that really works
-Open forum – your RDR business questions answered
Find out more, view available dates and book your tickets
More details
Each workshop is limited to a maximum of six to eight attendees.
Your investment for this one day workshop is £295.
Each attendee will receive copies of the various forms and documentation we use to attract and retain affluent clients, including our client welcome pack, engagement letter template and advice fee calculation package.