Categories: Better Business
Topics: RDR| qualifications| adviser firms
A new business has launched with the aim of helping financial advisers run, develop and market their business.
Adviser Home, which boasts J.P. Morgan Asset Management and Schroders as commercial partners, is designed to help IFAs with strategy, technical support, RDR qualifications and marketing.
It offers discounted access to services including technical support from Technical Connection and online Level 4 qualifications and mock exams from BWD development, as well as a searchable calendar of adviser events.
Co-director Andy Kirby, an IFA for over 15 years, said more than 60 adviser firms have registered with Adviser Home.
"Our aim is to get as many advisers and providers registered with us as possible to make the Calendar an invaluable industry resource," he said.
"Over time, we also wish to create a powerful buying group in the business services space".
Other services offered include RDR transition workshops, access to professional PR, marketing reviews and client communication methods.
For more info click here
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