Professional Adviser magazine and IFAonline.co.uk are delighted to offer readers The RDR Emergency Implementation Toolkit, put together by business consultant Steve Billingham (above right).
With a little over eight months to go until RDR, this six-module pack outlines everything you need to know and do - plus how to do it - to be RDR ready.
There isn't much time, but there is time. And as a reader of Professional Adviser and IFAonline.co.uk, you qualify for a discount (see below).
What is The RDR Emergency Implementation Toolkit?
This package will help firms implement a business model that will be fit for purpose post-RDR, at an affordable cost to every UK advisory business.
A six-pack module to get you and your firm RDR-ready by the end of the year
Why are you offering it?
Steve Billingham says: "I am concerned there are many advisers who need help in this area but for whom one-to-one consulting isn't a viable option. Advisers need this help now, not in three or four months' time."
What are the modules?
The modules have been designed to cater for every step of the process of building an RDR-compliant business model. But it isn't just words. Each module offers a series of practical tools to help you achieve your goal. Choose to go through the whole process, or pick and choose the modules you need.
MODULE 1 Client segmentation
The key to profitable clients.
MODULE 2 Proposition
Evaluate your existing offering and create your own compelling proposition.
MODULE 3 Charging
Design a profitable adviser charging strategy for your business.
MODULE 4 Communication
Communicate your services, value and charges in a compelling way.
MODULE 5 Reviews
How to create a consistent and scalable client review process.
MODULE 6 Engagement
Reposition your services with clients used to working the ‘old way'.
How much does it cost?
The six-module package normally costs £725 (+ VAT) while individual modules cost £150, but readers of Professional Adviser and IFAonline.co.uk qualify for a 15% discount. To make sure you get yours, simply use the following discount code when purchasing one or more of the modules: RDRTKIM
When will it be available?
The RDR Emergency Implementation Toolkit is available to purchase and use now.
Scott Sinclair, editor
Professional Adviser and IFAonline.co.uk
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