Forward thinking advisers are embarking on a transformational journey in ever increasing numbers to build a better business – a business that better serves its clients, its staff and its shareholders.
This journey will result in transformation at every level, for clients, for IFA businesses and the financial advice industry as a whole.
- For clients, it will be a transformation from treating their investments like a flavour of the month shopping trip to a structured, coordinated approach to delivering a more successful investment experience;
- For firms, it will be a transformation from the unpredictability of the transactional commission based model to the robustness of the fee based service model;
- For the IFA sector, already one of the most trusted parts of the financial services sector, it will be the completion of our transformation from a sales industry to an advice profession.
The Chinese proverb says that to know the road ahead, ask someone on the way back. The Veracity team that will accompany you on your transformation journey have travelled the path many times before. We have more than a decade of hands-on experience with a wide range of partner clients, facing a huge variety of real world challenges. We know the obstacles and pitfalls you’ll have to overcome to complete your journey successfully.
Our experience tells us that the journey is characterised by travelling through three distinct stages - Preparation; Transformation and Destination. Click through each of the stages to find out more information on the road ahead.