Building a Successful, Sustainable, Profitable and RDR Compliant Business Post 2012
Key challenges for leading businesses today are:
Flexibility/Adaptability
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Creativity
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Growing complexity
Our consulting proposition provides you with the resources, tools and partners to meet the challenges head on and prosper!
Why Insynergi…..
For all the reasons other clients use us….
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Expert RDR knowledge and it's impact on distribution
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Service
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Big enough to deliver, small enough to care
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Understanding of the IFA
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Personal approach
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Bespoke, treat you as an individual
RDR Transition Support |
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Practice Development
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Successful RDR Transition |
Business Services |
Our focus is on those areas within the IFA practice which are the most challenging.
First among these is RDR preparation and its four key aspects:
- achieving higher level qualifications
- developing a post 2012 business model
- capital adequacy
- client charging
Next is Practice Development aimed at assessing and developing the firm’s readiness to survive and proper in the post RDR ‘new world’ whether that is organic growth, acquisition or business sale.
Finally, we have access to a full range of Business Services via our inhouse specialists and accredited business partners all with extensive experience in their given field.
To talk to us about your needs please call Kevin Gould on 07710 109458.
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Is an approved FSSC trainer |
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