There is only one boss. The customer. And he can fire everybody in the company, from the chairman on down, simply by spending his money somewhere else
Sam Walton
In this video blog I talk about how you can take back control of your time and focus on YOUR priorities, not other people’s, by adopting a 3 P’s philosophy… People, Priorities and Projects
No great deed is done by falterers who ask for certainty
George Eliot
We were delighted to launch the RDR Emergency Implementation Toolkit on Monday. It provides real practical helpto adapt your business model to meet RDR requirements, in an easy to understand, easy to implement, step by step format.
The key driver for launching the RDR Emergency Implementation Toolkit is to help as many advisers as possible to implement a business model that will be fit for purpose post RDR at a cost that is affordable to every firm in the UK. Why? Because I am genuinely concerned that there are still many many advisers who need help in this area and for whom one to one consulting isn’t a viable option. And even if it were, there just isn’t enough time to take large numbers of advisers through that process.
Advisers need this help now, not in 3/4/5 months time. By then it may well be too late.
Anecdotal evidence suggests that many advisers have been so focused on attaining QCA Level 4 and gap filling requirements, that changes to their business model simply haven’t been implemented. Many advisers also seem overwhelmed by the volume of materials they’ve accumulated (from attending countless roadshows, workshops and conferences), that they simply don’t know where to start.
With less than 10 months left to the RDR deadline, making the required changes will be challenging. Not because it’s difficult or intellectually demanding… but because it takes time. More time than you might think. So my question to you is… if not now… when?
We have helped and continue to help literally dozens of advisory firms of all shapes and sizes, from single adviser businesses to large multi adviser, multi location national IFA brands to get the key fundamental RDR requirements in place. These fundamentals are common to every firm we’ve worked with and include
Why many advisers are stuck
The difference between those firms who are genuinely RDR ready and those who aren’t, is down to just one thing… EXECUTION: the effective implementation of each step of the journey in the right way and in the right order. That’s what the RDR Emergency Implementation Toolkit will help you to do.
You see, most of the support that’s available to advisers focuses on the concepts and the theory and that’s where this toolkit is different, because as well as providing the background to each of the key steps, it is focused on providing practical, implementation tools. The toolkit includes a comprehensive list of “actions for implementation” as well as all of the tools and templates you’ll need to implement each step.
One to one consultancy programmes covering the key concepts typically cost in excess of £6,000, often much more. The Emergency RDR Implementation Toolkit gives you all the content of our one to one “Beyond RDR” one to one coaching programme for just a fraction of that investment.
The other key differentiator between our implementation toolkit and other solutions is that we’ve taken a modular approach rather than asking you to buy into an “all or nothing” solution. So if you only need help with developing your client proposition or how to communicate your value effectively, you can just purchase the relevant module. Each module costs just £150.00 + VAT. If on the other hand you need help across all the key areas you can purchase all six modules for just £725 + VAT, a significant discount to the cost of all six modules purchased separately. What’s more readers of this blog are entitled to an exclusive 10% discount if they buy the toolkit or any of the individual modules before Wednesday 21st March. Simply enter the coupon code SBCLBLOG at checkout and the discount will be applied automatically.
How do I know it will work?
It won’t, unless you personally commit to implementing each of the steps we’ll cover. If you don’t want to do that, please don’t buy this. You’ll be wasting your money. This is only for those who are serious about making the changes required. If you are prepared to commit and to diligently execute and implement each step, this toolkit can transform your business. For example, one of our existing clients, who did make that commitment to implement, has
As the owner of that business himself says…
“If you are serious about getting your business RDR Ready, I can only say, Steve’s ideas, tools and templates work. We’re living proof.”
So to find out more and to get immediate access to the RDR Emergency Implementation Toolkit, simply click on the link below, and once you’ve checked out you’ll receive the links you need to download the toolkit. And don’t forget to enter the SBCLBLOG coupon code to get your exclusive 10% discount. Remember, that discount ends in 7 days.
You don’t have to be ill to get better
Eric Berne
The recent Towry v. Raymond James decision has stirred up the old debate about who “owns” the client. Whilst restrictive covenants may try to define this in a legal sense, at the end of the day, surely the client owns the client. Who has the right to tell any client or customer who they can or can’t work with or buy from. Imagine being told that, as a loyal Somerfields customer, you were told that you now had to shop at Co-op following the takeover.
You weren’t allowed to shop at Sainsbury’s and nor were Sainsbury’s allowed to “solicit” your custom. Ridiculous.
What’s more, if you claim to be a client or customer centred organisation, “focused on meeting the needs of each individual client” (sure I’ve read that on just about every advisers website!), why would you want to work with clients who didn’t choose to work with you? Beats me.
What we do in life, echoes in eternity
Maximus Decimus Meridias (Roman General in the film, Gladiator
More about meetings
I read a survey recently where individuals were asked “What’s the worst thing about meetings?”. The most common responses were…
Ever been to a meeting with one or two (or even all) of these characteristics? How did you feel at the end of it?
Meetings are an opportunity to communicate, to learn, to encourage, to inspire, to connect. But all to often they fail to do any of those things. Al Pittampali, in his ebook “Modern Meetings” says that “Meetings is where momentum goes to die.”
If you’re running a meeting, review the list above and make sure you don’t do any of these things. You owe it to those people who have given up their valuable time to be there.
If you’re attending a meeting, participate fully and only offer thoughts, ideas and comments that add to the proceedings and move things forward. And if the meeting is characterised by the above bullets, remind yourself to decline the invitation next time. You owe that to yourself!