We Help Financial Advisers

MAD consultancy can help in many areas and can offer bespoke consultancy for your needs and provide solutions to:

  • What is keeping you awake at night?
  • What are your biggest challenges right now?
  • What are your biggest growth opportunities?

Much is now being written about the concept of future proofing businesses. It seems that advisers have never felt so confident about the future – markets have been going up for 9 years, clients valuations have almost doubled, and DB transfers have seen adviser AUI rise significantly.

The challenges facing advisers are clear:

  • MIFID 2
  • an increasing use of technology by clients
  • an industry and regulatory focus on fee reductions
  • the potential ramifications of DB transfers
  • changes to clients buying behaviours
  • a potential stock market downturn.

MAD consultancy has had a diverse experience having been a Board Member of a Network as well as a MD of a Global Asset Manager and is ideally positioned to provide support in these areas.

An honest assessment of the current situation can be a key component of prioritising and targeting change. We created a Dashboard Analysis Program (see below) to provide a scoring mechanism on the key aspects of your business. This will allow you and us to build a strategic plan with priorities and action

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