Ian Jarvis, managing director of Prestatyn-based Bateman Jarvis, reveals how he transformed his business in time for the biggest change to financial services in a decade.
We started our Retail Distribution Journey (RDR) journey in April 2008; the financial crisis had hit, markets were having a torrid time and we were dealing with a great number of queries from clients regarding their investments and pensions. Although each client had their own questions and concerns, on further questioning we realised that clients wanted to receive more information, more frequently and, as a small firm, we needed to find an efficient way for us to deliver this to a broad range of clients. I then had discussions with a sample of our clients, covering all the types on ou...
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