The new commercial reality heralded by the RDR will level the playing field for clients and advisors alike. Advisors will compete on their value proposition to clients. Transparancy will allow clients to ascertain real value-added and competition will revolve around the quality of the advice and how this is communicated to clients.
Opportunities exist to:
- Enhance client relationships
- Improve commerical effectiveness
- Develop new business
With opportunities come risks. Change brings challenges associated with the communication of key messages, disruptions to existing plans and relationships and the development of new services and client propositions.
Those firms who are well prepared for change are, as ever, most likely to succeed and many of our clients have identified training and development of staff as a key element in their pan to ensure success in the new environment.
How 7city can assist:
SPS Managed Solutions - an end-to-end managed tracking and reporting solution for your employee's compulsory 35 hour annual CPD requirement. View details of the service...
CPD Resourcing and tailored content - Get the most out of CPD and choose topics relevant and useful to your business. Tailored content can be delivered in the classroom or online and is tracked and monitored with a short assessment at the end of the structured course. View full information and topic modules…
The new RDR Environment – New entrants advisors will still be required to gain a level 4 qualification but deadline dates will be different. View course options…
Commercial reality of the RDR – The new commercial environment will require advisors to develop their client facing skills. We have developed a one day modular programme to address this with your business culture and proposition in mind. View programme breakdown…