Top tips: Managing your firm's cashflow post-RDR

clock

Head of corporate relationships at Parmenion, Patrick Ingram, offers his tips on managing your company's cashflow under RDR.

There has been a mixed response from advisers following The Treasury Select Committee’s report on the retail distribution review (RDR). But no matter how they have responded, most adviser businesses are faced with the clear fact they need to change the way they interact with their clients and at the heart of that is their business model. One area that has been highlighted as an area for concern is the issue of cashflow management. Time for action Advisers are often so focused on providing the best advice and solutions for their clients that their own business models can be left a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investing in the profession

Can you teach an adviser soft skills?

Can you teach an adviser soft skills?

The challenge of stepping up for fresh talent

Justin Cash
clock 25 July 2024 • 4 min read

Seccl offers free code training programme for advisers

Online course

Sophie King
clock 13 July 2021 • 1 min read

Simon Cogman-Hellier: Working together to close the 'advice talent gap'

Career support and development

Simon Cogman-Hellier
clock 12 May 2021 • 3 min read