12th September 2012
BlackRock: helping advisers transition their business
In a recent survey, 64% of advisers highlighted that the ongoing profitability of their business is the most important concern for them post the Retail Distribution Review (RDR)* - are you one of these advisers? If so, BlackRock can help. As part of BlackRock's commitment to partner with advisers and assisting them to evolve their business models they have developed their NEW online transitioning tool.
This transitioning tool helps you think about the following issues:
- The cost of servicing your clients and establishing a client
servicing proposition; - The potential benefits of clients segmentation;
- The potential revenues from your new business model;
- Forecast how your revenues might evolve over the next three years;
- The factors that influence how your practice is valued.
Other materials in this module you may find useful include:
- BlackRock's guide to transitioning your business - CPD accredited video
- Best practice insights - Opinions from some of the UK's leading advisers on what has helped them succeed
- Case studies - Insights from advisers who have already moved to fee-based model.
Visit BlackRock's NEW Adviser Centre where you will find more materials that can help you develop your business, educate clients and supplement the investment expertise that you already deliver.
Not yet registered?
Please complete this form to join our community