Mark Soonaye, product director at Octopus Investments, explains how to maintain a strong brand and identity in the post-RDR world.
As the Retail Distribution Review (RDR) draws inexorably closer, discussion among the adviser community is largely focusing on charging models, platforms, service propositions and the debate on choosing restricted or independent adviser status. However, so far there has not been too much talk about the power of a brand and what advisers should be doing to protect and enhance theirs. A valuable brand can add significant value to a business. Advisers who are able to successfully define their service offering and separate their role from that of product providers are going to be far bett...
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