Graeme Ballantyne, business consultancy manager at Prudential, explains how to continue demonstrating your worth to both advisory and transactional clients.
Adviser charging – because you’re worth it? You may think you are however, do your clients believe you are? This could be the difference between retaining your clients in a proposition with ongoing service, or them choosing a more transactional relationship next year. As part of the Retail Distribution Review (RDR) implementation, advisers are refining or creating their propositions to retain existing clients and attract new ones. This article asks you to consider whether your propositions focus on what you do or whether they could focus more on the benefits the client receives. ...
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