Providing advice best practice

Much of the focus on RDR readiness has been around compliance with the new requirements. While this is vital, it is equally important that advisers focus on the commercial implications of RDR. How do you move to the point where clients effortlessly pay fees for your services? At its simplest, it means putting advice at the heart of what you do and developing a compelling proposition centred on advice. This should include a credentials pitch to establish parity with other professionals, a clear articulation of what it is you do for your clients, an explanation of what ‘advice' actually me...