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ADVISER SUPPORT: A BETTER BOTTOM LINE

Desired improvements & innovations. Spontaneous brand associations. What drives ‘good’ in each support area. Adviser propensity to do business with you. Provider support benchmark.

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ADVISER SUPPORT: A BETTER BOTTOM LINE

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  1. Desired improvements & innovations Spontaneous brand associations What drives ‘good’ in each support area Adviser propensity to do business with you Provider support benchmark Our ground-breaking research reveals a significant difference between what advisers say is important and what genuinely drives their propensity to do business with you. In this gap lies the biggest opportunity to develop and deliver business and technical support that truly adds value and differentiates you from the rest of the market. And it’s this that will have the greatest chance of delivering the sought after business win. Profit through Partnership forensically identifies the levers of business and technical support that will have the biggest and most cost-effective impact for providers, platforms and fund managers in the adviser market. This has been achieved through deep analysis of the following and their collective impact on your adviser support spend: ADVISER SUPPORT: A BETTER BOTTOM LINE • Uniquely designed to improve the effectiveness and efficiency of your adviser facing activity and the resulting business outcomes , PTP: • Identifies the levers of business and technical support that will have the biggest positive impact for you in the adviser market. • Clearly benchmarks your brand against a) your competitors across support imperatives and b) average market spend and resource allocation in each area. • Points clearly to the optimal blend of support services (content and delivery) required to meet and exceed your business objectives with the advisers you want to do business with. • Enables you to plan and deploy resources more scientifically and with greater confidence that they will deliver the desired outcomes. Frequency of provider use As a subscriber to PTP you will receive, in addition to our full report twice a year: a full debrief - more detail on your performance specifically a top-line technical support spend and resource allocation benchmark against all participating providers A personalised strategic plan – taking into account your business objectives. How is support valued by various parts of advisor firms? Annual subscription for two reports - £4,950 Special discounts available if you contract for PTP and some or all of our Adviser Business Insights (see separate brochure) Windsor House Cornwall Road Harrogate North Yorkshire HG1 2PW T: 01423525795. Phil Wickenden, MD So Here’s The Plan M: 07966092075 E: phil@soherestheplan.com Tony Wickenden, Joint MD Technical Connection M: 07808584743 E: tkw@tecconn.demon.co.uk

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