Fast track your business success
With the changes proposed by the Retail Distribution Review (RDR) firms that want to continue to operate post 2012 will need to consider how they’ll transform their business and ensure they are compliant under the new model. We can offer a solution.
We are providing a select number of advisers the opportunity to fast track the business transformation process, by becoming a Fish Financial Remote Adviser. Rather than undertake your own internal change management process, which takes time and considerable investment, you may instead leverage our existing operating model. Using our client materials, business processes and technology infrastructure as a remote adviser.
Do you have a process?
We have developed a structured investment process that has enabled us to build scale and deliver a consistent level of advice and service to our clients. A key component of this is our range of diversified risk-based model portfolios, which we create and manage in-house.
The process begins with an evaluation of the client’s risk profile, which is linked to a pre-determined strategic asset allocation portfolio (diversified across equities, fixed income, property, commodities and currencies). We then partner with a number of market leading investment providers to help select, monitor and replace the fund managers within the core asset classes, while we remain responsible for the tactical overlay of property, commodities and currencies.
Our Fish Financial Investment Committee (FFIC) review the asset allocation and fund selection on a quarterly basis. The entire process is underpinned by our technology infrastructure, which enables us to actively monitor performance and react quickly to changes in the investment climate. Clients are kept informed via our Quarterly Investment Matters newsletter.
I want marketing materials that work
We have worked with an external consultant to define and articulate our client value proposition. This material is packaged into client and professional introducer presentations, which we use in initial meetings and pitches.
We have achieved a 100% conversion rate of current clients into our recurring revenue model and as a remote adviser you will have the opportunity to use this content, as well as our other marketing literature, to articulate the offering to your clients and professional partners.
Standard Life is delighted to have been selected by Fish Financial to support their Client Value and Investment Proposition. We look forward to continuing to provide this service and developing our relationship with Fish Financial over the months and years to come
Steve Sands, Head of Platforms, Standard Life
Build recurring revenue
Often advisers struggle to move from a commission-based model to building recurring revenue. By using our proven advice process and all of our supporting materials, you will see how easy it is to provide a premium level of service for which clients are prepared to pay a 1% annual fee. We will train you on the offering, giving you confidence to deliver the message and helping your clients to see the real value in your new advice-based solution.
For more information on how you can become a remote adviser and start building your recurring revenue, please visit our adviser site today to arrange a meeting.
What about administration and operational support?
We understand that it can be costly running an advisory business. That's why we've devised a model to strip out the usual associated costs. When you join our remote team, all you will need is an assistant and serviced office. We will provide you with case processing and administration services, as well as remote sales support. Quarterly sales meetings ensure you have all the tools you need.
To learn more about our Remote Adviser Model and the opportunity it could provide for you, please visit our adviser website.
Join our remote adviser team today
If you're looking to exit the industry in the run up to the RDR or simply looking for a new long-term opportunity, we’re welcoming advisers with an already established client base to join our remote adviser team. To find out more, please visit our Remote Adviser website.