‘Business models in a post RDR world – a view from the front’
Speaker: Nick Peters – New Adviser
Timing: 12 for 12.30pm – Close at 2 pm
Venue: Deutsche Bank offices, Liver Building, Pier Head, Liverpool L3 1NY
By the end of this educational structured CPD presentation attendees will gain an understanding of how financial services business models have changed (or not) over the first sixteen months of RDR.
Nick Peters of New Adviser – will share with you his experiences of working with practices looking to improve how they operate in the new environment.
He will identify areas that for many practices are still holding them back from achieving their real potential in the post RDR world and look at and what still needs to be done to achieve the businesses they actually want – he will look at some of the common mistakes – what everyone else is doing – and identify why there is still some resistance to certain areas of change.
With the FCA’s latest review into disclosure by financial advisers finding that 73% of firms failed to provide the required information on the cost of advice the timing is ideal for Nick’s talk.
If you feel that your business is exactly where you want it to be, if it is fully compliant with all the requirements of the RDR, if your “fee” structure is tried and tested, if it is highly profitable, has real embedded value, if it has the right clients, proposition and delivery then this talk is probably not for you – however………….??
Nick has over 30 years’ experience in the Financial Services sector.
Nick is frequently quoted in trade and consumer press – appeared on BBC MoneyBox, has been platform speaker at numerous events and Keynote speaker numerous conferences in UK, Ireland
In the last 11 years Nick has worked with hundreds of IFA practices in various formats from one-to-one consultancy through to running company-wide and mixed training programmes in addition to Mentoring and assisting them to develop solid realistic and viable business plans to realign their businesses models towards a service and fee (non commission) income. He has helped them develop robust client service propositions, structuring their client profiles, ascertaining what their Profitability Bar parameters are and then matching variants of the client service proposition to those variables, and finally assisting them build solid, profitable and client acceptable means of delivery.
Nick wrote and developed the acclaimed MasterClass programme and he worked with NS&I assisting them penetrate the IFA market.
Buffet Lunch and networking opportunity after the talk