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Will you be Target Stores or will you be toast? Five steps to deliver compelling value

Around the world regulatory pressures and escalating focus on fees are causing advisors to exit the industry.

This talk highlights five lessons from the world of retailing, in which there have been big winners, big losers and many firms in the middle left scraping to get by:

  • Looking at value through clients’ eyes
  • The reason specialists beat generalists
  • How the 150/33 rule defines profitability
  • Seperating good costs from bad costs
  • Why you need to be choosy about your clients

Well thought out and insightful
“A well thought out and insightful presentation to our Chairman’s Club qualifiers ….great response to your single-minded focus on what it takes to bring new clients on board.”
HSBC Securities
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Top rating
“Your talk set itself apart by the practical advice and fresh thinking on referrals … you got top rating from our audience”
Manulife Financial
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Fabulous talk
“A fabulous talk with great energy … you kept a tough audience engaged at the end of two long days”
RBC Asset Management
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