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Winning Client Trust: The Retail Distribution Review and the UK Financial Services Industry's Battle for Its Clients' Hearts and Minds

Winning Client Trust: The Retail Distribution Review and the UK Financial Services Industry's Battle for Its Clients' Hearts and Minds

by Chris Davies (Author)

  • Used

    Paperback 2011

    $3.29
Synopsis

Winning Client Trust - The Retail Distribution Review and the UK Financial Services industry's battle for its clients' hearts and minds. The Retail Distribution Review (RDR) is a reality. 2013 will herald a new dawn for the retail financial services industry. The Financial Services Authority is currently sticking to its radical 'consumer protection' agenda with its key objectives: transparent and fair product and service fee based charging, clarity for consumers on services offered and industry professionalisation through higher financial adviser qualications. But do the industry and its clients understand the RDR's consequences: intended or otherwise? With client to industry trust still on fragile ground, the answer to winning client trust is far from simple. This book delves deep into the RDR ramifications for both the industry and its clients and works through the major issues to answer the key questions. Chris Davies' international and domestic experience within financial services brings together disparate views and engaging analysis of the RDR and its effects on the UK financial services industry and its clients.

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More Information

Format: Paperback
 Pages: 248
 Publisher: Ecademy Press
Published: 29 Sep 2011
ISBN 10: 1907722467
ISBN 13: 9781907722462

Media Reviews
Winning Client Trust explains exactly how to place the client at the heart of the financial services industry for the benefit of both businesses and customers. -- Mike Harris Chairman of Garlik and founder of three iconic brands - First Direct, Egg and Mercury One to One
This book by Chris Davies addresses many of the challenges and fears both IFAs and the industry in general face and provides foresight to navigate through the perilous waters faced by all in the (RDR) transition. -- Derek Bradley, CEO, Panacea IFA
This book...is a valuable contribution to the debate on the future form of retail nancial services and advice provision in this country. -- Malcolm Small, Director of Policy, Tax Incentivised Savings Association (TISA)
We welcome the RDR, just as we welcome your work in pulling together this book. -- David Ferguson, Managing Director, Nucleus Wrap
This book MUST be read by anyone with any involvement in marketing or selling more complex financial services products to consumers, or advising consumers about how to manage their longterm finances... -- Merlin Stone, author and Professor of Marketing at Surrey European Management School
Chris is the man to watch through the significant changes ahead in financial advice and planning...Read Chris' book for a whole new perspective and a clear way to make your move forward. -- Daniel Priestley, Founder of Triumphant Events and best selling author of Key Person of Influence
Author Bio
Chris has worked within the financial service sector both domestically and internationally for over 20 years, and has enjoyed various roles working within domestic banking, insurance and as an independent financial adviser, sales director and independent consultant. In the UK, Chris worked with Nat West bank then moved into insurance with Endsleigh insurance group and then Friends Provident First Call managing sales teams and developing and implementing training and competence programmes. In 1996 Chris moved to Hong Kong to further his career as an independent financial adviser with (at the time) the UK's and Asia's leading wealth management group, Towry Law. Chris left Towry to set up his own consultancy and gained contracts with Axa to help implement and develop Asia's first fee based financial planning firm, ipac financial planning, a company that still thrives today. After 11 years, it was time to repatriate to the UK with a young family in tow, where Chris has been working in a management consultancy capacity. He co-founded engage partnership limited, a financial services focused consultancy, providing strategic planning and support to financial services companies in particular with change management and coaching services along with customer facing technology and software development to meet the ever challenging industry demands. Chris is ICA: UK trained in group facilitation methods and provides freelance work as facilitator and speaks at industry conferences. Chris is a certified financial planner and holds a Bachelor of English Literature degree from the University of Manchester and a MSc at Birkbeck University London in Organisational Behaviour. Chris' interests include acting and most sports including marathon running, football and tennis and enjoys reading, writing and theatre.