Full Programme

DAY 1 – HOW FIT IS YOUR BUSINESS FOR RDR?

• Overview of RDR implications and opportunities for advisory businesses;
• RDR strengths and weaknesses audit;
• Confirmation of key RDR (and business) issues;
• Business direction and desired market position post RDR;
• Managing change;
• Communicating with others and securing buy-in to change.

DAY 2 – DESIGNING AND MARKETING
YOUR SERVICE & PRICING PROPOSITION

• Review of business plan and communication process;
• Generic approaches to service design and pricing;
• Segmenting for service design;
• Service content specification;
• Pricing policy;
• Implementation programme;
• Confirmation of target clients and proposition;
• Marketing communications – profile, acquisition and retention;
• Resources and implementation.

DAY 3 – THE APPROPRIATE
BACK OFFICE TO DELIVER THE PROPOSITION

• Review of service and pricing propositions and marketing plan;
• Process review – what needs to change and what can be retained;
• Making the IT do its job;
• Developing a robust infra-structure;
• Practical project planning and management;
• Confirmation of what people in the business need to do to ensure service delivery as designed;
• Job design – competencies, personal attributes and rewards;
• Matching people to roles – capability audit;
• People plan – training and recruitment.

DAY 4 – ENSURE IT IS ALL HAPPENING!

• Review of process and people plans;
• Financial implications of change – recurring income and capital building;
• Review of complete plan;
• Managing change – communicating with others in the business, securing their support;
• Maintaining the momentum.

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