How 'unbundling' worked for us

Some commentators are already suggesting that such segmentation is not in the interests of consumers and that certain sectors will be “disenfranchised”. We have operated such an approach for the past four years and can confidently confirm that this is exactly what clients want. But how exactly have we gone about delivering what the client wants? For us it means we have “unbundled” the provision of advice and implementation services using a robust process we refer to as EAIR. This stands for Engagement, Advice, Implementation and Review. It succinctly explains to our client exactly what...