26 Jul 2013
How is your practice performing in the new world? How is your business performing compared with other similar adviser firms? How do you define success post RDR
Initial results in from our recent RDR survey reveals a lot has changed to adviser business plans in the last 6 months.
In this webcast, Martin Grimwood, Director at specialist research agency GfK, provided a summary overview from our last RDR survey. This includes some fascinating results and will give an indication as to what advisers are doing in terms of fee structure and segmentation versus what consumers themselves think.
Following on from that we heard from Peter Welch, Intermediary Director at Touchstone Financial Analytics, who will talk about the data and insights available to adviser firms as they adapt to the new charging environment.
Gathering insights on your performance and benchmarking your business have never been more important.
View the webcast below.