Preparing for the RDR | IFA Marketing Experts

Its been an interesting week this week for Independent Financial Advisers, first Plimsoll seemed to think that they are a bit of basket case, and then of course the FSA  giving further guidance on Retail Distribution Review.

Interesting times eh! Well there is a lot to be negative about, I don’t think.

We have been out and about this week with some interesting financial services firms that are making it pay, and handsomely. Key is, as a firm of financial advisers do you want to be walking into the RDR and 2013 with a half cocked plan or one  that leaves you with money in the bank and processes that work.

I have a little more to say in this area, as you can imagine and therefore I will be updating you further.

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Richard Smith

therichardsmith.com

 

 


Thank you for getting this far.  I hope this article helped.

I work with small firms, micro businesses and start ups. Those firms that are stuck don't know what to do next. 

If you've found this item helpful and you want get some hands on help, on a done with you basis (that means I bring the skills and you do the work) then drop me a text to 0774 007 6226 - same for WhatsApp or use the contact form Small Business Help.

Do that now. We can schedule a time that works for us both. No charge, no obligation but by appointment only.

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Now -take some action

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