...because there's no turning back
The IFA market is changing. If your business is to survive and thrive in the future, it's likely your firm will also need to change. Use the AIFA FF>>WD Wizard to access modules designed to help you towards a successful business transition.

1. Insight into how change can benefit your firm
2. Ideas to help you get more value for your business
2. Tools to help you implement transition
4. Actions to help deliver greater profitability

RDR is coming. There is no turning back.
00
Click to
showcase 8
modules to FF>>WD
business change
01

Business Audit

Assess the current state of

your business to understand

where improvements and

changes need to be made

02

Business Vision

Develop and document

a clear picture of the

future of your business

03

Client Segmentation

Recognise your most,

and least profitable clients

and those you want

to target in the future

04

Client Proposition

Define how your business

will be positioned to

existing and new clients

05

Pricing the
Proposition

Determine how your

business will charge services

to different client types

06

Financial Model

Test different scenarios

to build a financial plan for

business success

07

Client
Management

Document how to

successfully migrate clients

through business transition.

08

Project
Management Plan

Overcome the barriers

and embrace the opportunities

of change for your

clients, staff and business

> Where are you now?

 

- SWOT Analysis
- Business Review
- Why change?

> Where do you want to be?

 

- Create your Business Vision
- Define your Client Proposition
- Develop a Financial Model

> How to get there?

 

- Your FF>>WD Wizard
- Client Management
- Project Management
    999 Days
    99h 59m 59s
    RDR Deadline
    31 December 2012
    Supported by Zurich