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Point, Counterpoint: What is the Best Way to Build Consumer Trust?

By Phil Billingham, CFP and Mark DiGiovanni, CFP

Phil Billingham, CFP from the UK says disassociation from product providers:

Disclosure is a failed way of making “Buyer Beware / Caveat Emptor” work, which will always fail. Asymmetry of knowledge is too great. To be trusted, we must be trustworthy, and trust.

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RDR Impacts on Businesses in the UK

Nick Cann CFP United KingdomBy Nick Cann, CFP

The UK is now in the throes of regulatory change and the financial services world is adjusting to a world with no commission and a higher minimum level of professional qualifications. Since 1st January 2013, investment advisers have had to charge for the advice that they provide and the UK consumer is getting used to this new regime.

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Client Engagement Segmentation: Seeing Clients for More than Their Money

By Phil Billingham, CFP

The story goes something like this.

“Dear client, I’m a financial planner, which is different from a sales person. We don’t sell products; we actually care about you, and look after you.”

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The Effects of Retail Distribution Review (RDR) on Consumers

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

From January 2013, advisers and planners in the UK will have had to fulfil the Retail Distribution Review’s (RDR) requirements if they are to continue trading under the new rules laid down by the UK’s regulator, the Financial Services Authority (FSA).

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Professionalism in Financial Planning is More than Exams and CPD

By Martin Bamford, CFP

Professionalism is such a hot topic in the UK this year. It forms one of the three main strands of the Retail Distribution Review which is being fully implemented on 31st December, along with disclosure of status and transparent charging.

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Social Media is Here to Stay: Ignore it at Your Peril

Nick Cann CFP United KingdomBy Nick Cann, CFP

Those professionals and firms actively engaged in financial services should ignore social media at their peril. In this era of instant information and communication, financial services really needs to up its game if the traditional names aren’t to be overtaken by the big consumer brands.

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Financial Planning Technology and Social Media: Don’t Get Left Behind

By Martin Bamford, CFP

There is no disputing that the world has changed significantly over the past decade. Social Media has made major in-roads into our lives, changing the way in which we communicate with our friends, family and colleagues, even with complete strangers.

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Charging Fees: Breaking the Myths

Marlene Shalton CFP Great BritainBy Marlene Shalton, CFP

January 2013 heralds a new dawn for financial advisers and planners in the UK with the requirements of the Retail Distribution Review (RDR) to be implemented. Amongst the raising of standards of qualifications and gap-filling of knowledge, the introduction of “adviser charging” will probably prove to be the most challenging, for some.

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