Technology Review: Citywide Financial Partners

As we travel around the country talking to IFAs about their preparation for RDR we get one consistent message: in order to charge fees IFAs need to have a clearly defined and well-articulated proposition. While this sounds obvious, it is clear that a number of IFAs have struggled to articulate a strong value proposition and most importantly, to have done so in a way that is convincing to their customers. This week’s participant in our case study series is Citywide Financial Partners, which seems to have come closer than most at addressing the articulation of value. Indeed, anyone reviewi...