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Practice Management
New to Adviser Edge?
Introducing the Adviser Edge practice management zone
The advice profession, and the broader industry, has undergone considerable change in the last ten years. How will running a financial advice business change in the next ten years? In this zone, you can keep pace with the shifting regulatory landscape and its impact on your business. Plus, we review ways to enhance your client relationships – from innovative marketing strategies to the value of outsourcing.
Adviser Edge – Accelerator Pathways
Learning resources and tools to find, win and manage clients
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Topic/ sub category
CPD
12 April 2024
Practice management
15 mins
structured CPD
Understand and adapt to different client types
Advisers need to adapt their approach to be relevant with all client types.
12 April 2024
Practice management
30 mins
structured CPD
Recognise different client types
As you encounter prospects, you should recognise different personality types to understand what drives their decision-making.
20 September 2023
Business development
Practice management
15 mins read
structured CPD
Consumer Duty – adviser charging and risk premium
Justifying price and value on adviser charges to comply with Consumer Duty requirements
20 September 2023
Business development
Practice management
10 mins read
structured CPD
Adviser charges in perpetuity
Here’s a question. What happens to ongoing adviser charges if the adviser dies?
20 September 2023
Business development
Practice management
10 mins read
structured CPD
The ongoing advice charge conundrum
Firms need to be able to justify what they charge and how this translates into good client outcomes
8 August 2023
Regulation
Practice management
unstructured CPD
Embedding Consumer Duty into your firm’s culture
Firms should be monitoring how their culture aligns with the Consumer Duty and how it is integral to the way the firm operates.
View more
12 April 2024
Practice management
15 mins
structured CPD
Understand and adapt to different client types
Advisers need to adapt their approach to be relevant with all client types.
12 April 2024
Practice management
30 mins
structured CPD
Recognise different client types
As you encounter prospects, you should recognise different personality types to understand what drives their decision-making.
20 September 2023
Business development
Practice management
15 mins read
structured CPD
Consumer Duty – adviser charging and risk premium
Justifying price and value on adviser charges to comply with Consumer Duty requirements
20 September 2023
Business development
Practice management
10 mins read
structured CPD
Adviser charges in perpetuity
Here’s a question. What happens to ongoing adviser charges if the adviser dies?
20 September 2023
Business development
Practice management
10 mins read
structured CPD
The ongoing advice charge conundrum
Firms need to be able to justify what they charge and how this translates into good client outcomes
8 August 2023
Regulation
Practice management
unstructured CPD
Embedding Consumer Duty into your firm’s culture
Firms should be monitoring how their culture aligns with the Consumer Duty and how it is integral to the way the firm operates.
View more
Links to useful websites
FCA
Conduct of business sourcebook (COBS)
Financial Ombudsman Service (FOS)
Financial Services Compensation Scheme (FSCS)
The Pension Protection Fund (PPF)
The Pensions Regulator (TPR)
HMRC