Beyond RDR Consultancy Programme

A packaged consultancy programme designed to;

  • establish the key building blocks for a successful post RDR adviser charging and service driven business that will deliver predictable and sustainable recurring revenue and help you to position and market your services more effectively

The programme will cover;

  • identifying and segmenting your “ideal” clients
  • developing clarity around what you do for them
  • establishing a profitable pricing approach
  • helping clients to recognise and appreciate the value of what you do
  • building an effective and scalable client review process that allows you to deliver consistently, time after time
  • managing lower value client relationships more effectively and profitably
  • creating financial and non financial measures that matter

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