I have known and worked with Neil for many years, initially as a colleague, and then as an employer of his consultancy skills. For HBOS, over the past few years, his involvement as a freelance consultant in the development of question banks and materials has been invaluable. Neil contributes enormously to any  team with whom he is involved. He is a highly professional, enthusiastic and passionate individual who is committed and driven to create results for the customer. He is people focused and customer orientated ensuring the on-time, bespoke delivery requirements that are needed in the FS Industry, either personally, or buy the management of a wide network of associates. You can trust Neil to deliver the cost effective first class results which you require.

Brian Corrigan, Training Consultant, Halifax


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Draft Agenda - Practice Management Workshop

9.00 AM Coffee on arrival
9.30 Open workshop
  • Introductions and Aims and Objectives
The landscape ahead - the post RDR world     
  • How do you Survive and Thrive in the new environment?
An introduction to Business Planning
  • Business structures
  • Marketing and business generation
  • Using Technology and IT
  • Business Plans and Cash flows
11.30 Coffee

The Client Management Process
  • Client Propositions
  • Client Segmentation
  • Setting service standards
1.15 PM Lunch
2.00 The Investment Process
  • Philosophy and style
  • Risk Profiling
  • Research and Due Diligence
  • Managing the process - including Outsourcing
3.30 Coffee
3.45 Delivering the Service
  • What are your systems for delivering Advice?
  • How do you monitor the process?
  • The Client Review Process
  • Are Client expectations met - how do you know?
5.00 Summary and action plans
  • What are you going to do different?
  • How will you measure the change?
  • Using the Workbook
5.30 Close workshop

Please note there would also be a workbook / further reading to enable attendees to apply ideas and techniques immediately to their firm.

 

RDR Retail Distribution Review Training

Financial Services Gap Analysis Tool - produced with REALSENSE Solutions Ltd

Practical support, guidance and workshops to achieve an effective corporate governance framework

Neil Young's Favourite Places - Click here

Useful Links to Organisations in the Financial Services Industry
 
Link to the Financial Services Authority Link to the ifs School of Finance Link to the Institute of Financial Planning Link to the Chartered Insurance Institute Link to Securities and Investment Institute Link to Penrose
 
Link to The Building Societies Association Link to The British Bankers' Association Link to The Association of Friendly Societies Link to the Association of Mortgage Intermediaries Link to the Association of Independent financial advisers Link to the Financial Services Skills Council Link to Global Professional Publishing