This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
Money Marketing Cover

Business Skills

  • Print
  • Comment

Modern business skills for a post-RDR world

The initial focus has been on the qualifications requirement of RDR, however of course that’s not the whole story.  In response to demand from Money Marketing readers, the Academy has assembled a cast of business experts to deliver specialist skills training courses, designed with IFAs in mind.

Training courses on offer include:

  • Sales skills for client-facing IFAs
  • Delivering effective presentations
  • Negotiation skills masterclass
  • Marketing masterclass
  • Digital marketing masterclass
  • Running a successful seminar

New course dates will be posted here. 

In-house training courses can also be arranged. Contact Julie Minett on 020 7943 8039 / for details.

The Business of Advice, from Taxbriefs Financial Publishing


The Business of Advice workbook and extensive website provide you with a COMPLETE SYSTEM to manage and grow your business.

Written in a clear, direct and jargon-free style, The Business of Advices focuses on the key issues for building profitability and value in your business, providing you with:

  • A clear response to RDR regulations and changes
  • A route-map for transition from a commission to an adviser charging model
  • Practical strategies for developing an essential service proposition and communicating it successfully to your clients
  • The key to recruiting the right people into the right jobs and retaining your staff

The Business of Advice is the crucial development and time-saving management resource that will help you make the necessary changes in your business for a lasting and positive effect.

The book’s author David Shelton has unparalleled hands-on experience of helping hundreds of firms to adapt to the new market conditions. So The Business of Advice is rooted in practical solutions, providing a unique toolkit of business planning techniques that enable you to measure, monitor and fine-tune your business.

The Business of Advice workbook and website is the most valuable investment you could make in your firm’s success. The range of specialist online resources include downloadable templates, checklists and forms as well as marketing and business planning tips, and useful links to help you improve your business. Visit to find out more.


Business of Advice Transition Workshops: Autumn 2011

London - Bristol - Birmingham - Glasgow - Harrogate - Starting mid-September

How to transition your business for greater profit and efficiency – in 3 days

The Business of Advice – Transition Workshops are a specialised hands-on programme of three workshops to enable you to transition your advisory business in time for the RDR deadline at the end of 2012.

These new RDR workshops take place over three full days with each session two weeks apart. The gap between each workshop provides time to complete each section so your overall transition plan of action is finalised by the end of the third workshop.

Based upon the highly acclaimed workbook The Business of Advice and delivered by leading adviser industry expert David Shelton, the workshops offer you a complete practical RDR transition solution so that:

  • After day one you will have an RDR proof business plan
  • After day two you will have a competitive service and pricing proposition
  • After day three you will have a viable new operating model and know how to deliver and communicate it profitably

Once you have completed the programme you will have the action plan written, to implement all the changes required by the FSA, for your business to be compliant with RDR.

Choose from one of five locations and register your place on our autumn series today.

Full access to The Business of Advice workbook, its practical tools, techniques and website is included for each delegate, and Money Marketing Academy members can benefit from a £50 discount off the full workshop rate, if you order before 9 September 2011. Call Louisa Potts on 020 7970 6471 and quote MMA for your discount.

  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

The Money Marketing CPD Centre
Build your annual CPD - you can log and plan your CPD hours for free with The Money Marketing CPD Centre.

Taxbriefs Advantage
Advantage is a digital reference source giving unbiased, independent, answers to your technical queries. Subscribe to Taxbriefs Advantage.

Have your sayEdit my profile/screen name

You must sign in to make a comment

Fund Data

Editor's Pick


Should the Government's retirement guidance scheme be independent of pension providers?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments