Get the Adviser Advantage:
How to Survive and Thrive in the New World of Retail Financial Services
By Nick Bamford and Martin Bamford
You might have noticed that things are changing.
This is not your typical business book. It is aimed at a very specific audience – those financial advisers (independent, tied or otherwise) who want to face up to the very real challenges on the horizon.
We are publishing this book as a direct response to the publication of a Consultation Paper from the Financial Services Authority. You know the one we mean.
This book is about a journey. It’s about our journey.
More specifically, this book is about a five year journey which started back in the summer of 2004 and has by no means ended yet.
It covers everything you need to know about succeeding in retail financial services in the future, including getting your proposition right, segmenting your clients, bringing your services to market, how to price your fees, the technology you will need to support your business and much more.
Praise for Get the Adviser Advantage:
“No matter where you are on the ‘RDR journey’, this book should help you with the challenges that lie ahead. I found the most useful part of the book was the questions at the end of each chapter, which are designed to motivate you into action and challenge your current thinking.”
-Ray Prince, CFP
“I spent last night reading your book and just couldn’t put it down. There’s a great deal of information in there, all set out in a simple and logical way. I look forward to going through it again and seeing how I can utilise some of the ideas. Many thanks for writing this book and for being so open in sharing your thoughts and ideas, ones that have clearly been proven.”
– Dylan Roberts, IFA.
“Got the book and nearly finished reading it in one sitting. It is fantastic and so easy to read.”
- Tina Weeks, IFA
“Get the Adviser Advantage is not just a brief history of Nick and Martin’s journey over the last 5 years, but a guide that every IFA should consider as compulsory reading. Although GTTA was produced for IFAs in light of RDR, this really is where IFAs need to be, RDR or not. We’ll be using this book as a rough guide to producing our own blueprint – I just hope our competitors don’t get hold of it anytime soon.”
- Brian Hill, IFA & Managing Director, Jones Hill
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