Co-ordinating a marketing strategy

The financial advice profession is clearly not for the indecisive. Advisers have many decisions to take each and every day. This year has already brought fresh concerns to the forefront meaning that IFAs will face perhaps their biggest ever decision. They have two broad options. They can remain independent and more prominently offer a fee basis to clients or multi tie to 'best of breed' providers. Alternatively they can merge with other IFA firms to benefit from economies of scale or sell equity to a product manufacturer. Whatever is decided, the positioning of services offered needs ...