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