Richard Howells, intermediary sales director at Zurich UK Life, says advisers need to start considering their post-RDR business plans now to steer clear of future strategic problems.
I am talking to lots of IFAs at the moment about their business transition plans to take advantage of the post-RDR environment. The good news is more and more are embracing the opportunity to implement positive change. As business professionals, most IFAs have great ideas, but it seems some may be in danger of making the mistake of starting the transition off on the wrong footing. Some are diving straight in and signing up to IT platforms or wraps, with the danger being they end up moulding the business around the IT, rather than making the IT work effectively for the business. Anothe...
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