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Adviser KnowHow: How do you grow recurring revenues?

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by Jun Merrett on Nov 20, 2012 at 08:55

Adviser KnowHow: How do you grow recurring revenues?

Once you have a good level of recurring revenue, how do you keep it and build on it? As we have found, although advisers may have reached a level they are happy with the work is never over and you can always keep building more.

Nick Lincoln, director of Values To Vision Financial Planning takes us through his process. Download the cribsheet to the programme here.

1 comment so far. Why not have your say?

Joel@LIFT via mobile

Nov 20, 2012 at 14:49

The word sustainable is not one I would use to describe legacy trail commission! My view is that the RDR is just the first step in the reform of the industry ..... and that the ultimate end game of the regulator is (quite righty) to force firms to charge client cash fees and engage with them on a proper, professional basis. If I were a betting man I would give it no more than 5 years before all legacy trail commission is stopped along with all product based adviser charges.

Charging cash fees for advice and service is the only model I would describe as sustainable.

Joel

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Adviser KnowHow: How to gauge client satisfaction

by Jun Merrett on Apr 23, 2014 at 11:25

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