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There are two key questions running through the changes that the Retail Distribution Review (RDR) will bring to financial advisers:


  1. How do we persuade clients to pay for advice?

  2. How do we make it profitable so we stay in business?


Whilst many advisers see the threat of regulation, RDR isn’t really a regulatory problem…

…It’s a business model problem.

I believe the answer to both questions (and the solution to RDR) is to design and deliver a financial planning experience that knocks your clients’ socks off.

Whether that idea appeals to you will depend upon your “Strategic intent”

Download your FREE copy of ‘Keep Calm and Survive RDR’


A short guide for financial planning firms who are concerned about regulatory change.



FSB RDR 2014


Click the box below to download the full report

Financial Services Board Retail Distribution Review 2014 released

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Call me: 076 352 4430