Winning Client Trust
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…
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Produktdetails
- ISBN: 978-1-907722-46-2
- EAN: 9781907722462
- Produktnummer: 11998842
- Verlag: Ecademy Pr Ltd
- Sprache: Englisch
- Erscheinungsjahr: 2011
- Seitenangabe: 250 S.
- Masse: H22.9 cm x B15.2 cm x D1.3 cm 340 g
- Gewicht: 340
Über den Autor
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.
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