Approaching 2020

As Q4 is well underway and for many that important budget allocation period is upon us, now is a just perfect time to reflect upon Mr Rumsfeld's famous ‘known knowns’ speech. 

“Reports that say that something hasn't happened are always interesting to me, because as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say, we know there are some things we do not know. But there are also unknown unknowns-the ones we don't know we don't know.” 

As a business, you know what you know, it is the last sentence that has been to most useful to those firms we work with this last year. It is amazing what we now know that you will not, and it is all down to data. 14 years worth of our IFA data carefully analysed. Even down to adviser reading matter preferences.

We are now quite simply unique on the data we hold.

We now have more data to an individual adviser level than even Touchstone as our community is exempt from the FCA GDPR constraints placed upon Touchstone and Financial Clarity.

You know what you know, it is the last sentence that has been to most useful to those firms we work with. It is amazing what we now know that you will not and it is all down to data. 14 years worth of IFA data carefully analysed.

Worth thinking about as you slice and dice that budget for 2020. Worth thinking about for any accrual for unused 2019 budget against any 2020 campaigns…