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Latest News - Chris Davies

Panel pointers: five strategies to satisfy the regulator’s rules

Advisers must ensure their provider panels satisfy the FCA rules on inducements and protect their clients’ interests, and can do this by focusing on five key strategies, writes Chris Davies of Engage Insight.

Seven strategies to stay ahead in the RDR world

The FCA aims to ensure competitiveness in a client-centric fee-based world. Chris Davies of Engage Partnership gives seven tips to help you focus on core business strategies and keep ahead of the pack. 

Don’t ignore the hard case for soft skills

Consultant Chris Davies explains how to build strong client relationships using soft skills and prove your firm’s worth when sitting down for the ‘fees talk’.

Forget blue-sky thinking: look to the clouds for stronger client ties

Social, mobile, analytics and cloud technologies are the new weapons for winning the battles that will help advisers build trusted relationships with their clients, writes Chris Davies of Engage Partnership.

Five themes that will shape success in the RDR world

New model firms may have been better prepared than most for the RDR, but all advisers now face a challenge, writes Chris Davies of Engage Partnership.

Adviser charging: seven steps to convince clients

Advisers should put in place this seven-part strategy that will demonstrate to clients why the adviser charging model is worth their continuing custom after the RDR, writes Chris Davies of Engage Partnership.

Seven simple steps to building a soft skills programme

Current priorities of attaining professional qualifications, client segmentation and the most efficient business structure will give way to a focus on the client once the RDR is implemented, writes Chris Davies of Engage Partnership.

Survival of the big fish: a salutary tale from down under

There is a danger that the RDR could lead to the survival of the largest firms and the demise of the small players unless lessons can be learned from experiences in Australia, writes Chris Davies of Engage Partnership.

Consultant view: Nine steps to a smooth ‘R’ day

Despite being only 14 months away, much confusion surrounds RDR implementation day. Here are nine ways advisers can give their firm an edge over the competition, writes Chris Davies, director of Engage Partnership.

Nine RDR questions the FSA must answer

The Financial Services Authority should clarify nine issues ranging from charging to technology in its retail distribution review roadshow, write Les Cantlay and Chris Davies of Engage Partnership.