‘Culture and governance in financial services and its impact on consumer outcomes a priority for the FCA. The extension of the Senior Managers and Certification Regime is key to driving forward culture change in f
Just back from a Roboinvestor conference where I was discussing this very subject with a number of delegates from around the EU. The common consensus is, yes AI will bring engaging service proposition that moves
According to the ‘Big 4’ consultancies, 2017 is the year of #RegTech. Well, we all know the client journey is changing rapidly. With the rise of #FinTech and its low cost of entry, it represents a great
We must be going up in the world: my consultancy was invited into the FCA ivory towers before Christmas ’15 to engage in a day’s workshop on their Sandbox initiative. We found the day actually very interesting and
So the white noise continues with industry commentators all sundry providing their views and penny’s worth on last week’s HMT/FCA joint publication of the Financial Advice Market Review – FAMR. As a con
We’ve been coaching advisers to use coaching skills for the past 3 years Chris, so on board with our views. However as a qualified Executive Coach, it’s imperative to ensure that advisers are self-aware first i.e.
Research and development is a strategy often underestimated with financial and professional services. Indeed, like compliance, it may be viewed as a dull compulsory business strategy. There are those such as the
Working with adviser firms on business development issues is always a challenge given the amount of regulatory restraints coming over the hill. One key area that we’ve found that helps shift the growth gears is
Roll up roll up it’s going to be a free for all… The pension rule changes remind me of ‘Black Friday’, consumers raised into a froth of endorfined fuelled frenzy to cash in their chips and the world is
It’s been a busy year for my consultancy and indeed a while since we’ve posted here. We’ve seen some really interesting results from our market surveys, CPD accredited business/people development programmes,
As a former IFA and now an industry consultant I welcome this discussion.
It’s an interesting time for the industry and with my experience at the UK and International adviser front line and with the regulatory
In this suite of blogs: assessing new generation firms, we have now investigated 3 keys; what leadership, business strategies and stakeholder engagement focus is needed to build a professional services firm.
In this second blog, we address the ‘2nd Key’ to the New Generation Firms theme, where we point to focussed strategies that will make all the difference for adviser/planner firms in thriving in the post RDR