Business Transition

Do you need help to transition your business?

Business transition requires a significant commitment on behalf of the principals of an IFA firm, made more challenging by the need see clients, create revenue, manage compliance and take the necessary qualifications.

As part of our commitment to our members, Bankhall is partnering with leading RDR sponsors to provide an easy-to-access programmes of support, including.

  • Guides and templates on Client segmentation, developing a proposition, building a Business Plan and much more.
  • Dedicated workshops geared specifically towards providing guidance to help run a business in 2013, including concentrating on business development, modelling and business transition concepts.
  • The next round of events begin in April, and will focus on running an RDR-ready business in 2013. Providing you with practical guidance on propositions, adviser remuneration, restricted v IFA, the role of technology, succession/expansion planning.

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