2012 Top 5 Challenges

This brief questionnaire is designed to find out what you see as the main challenges facing your business in 2012. Many focus on the RDR but you may have other issues. We will suggest some for you to evaluate and allow space for you to state your own Top 5 challenges.
To respond to the eventual ‘Top 5’ we will issue a brief Podcast, from leading Performance Coach, Martin Robert Hall, with suggestions on how you could meet these challenges.



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* 1. 2012 is all about preparing for the RDR - everything else comes second

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* 2. An important challenge in 2012 is to re assess our status - Network v directly authorised, restricted v wholeof market

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* 3. An important challenge in 2012 is to maximise top line revenue

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* 4. An important challenge in 2012 is to make the transition to an adviser charging/ fee based regime

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* 5. An important challenge in 2012 is to define my overall client service proposition

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* 6. An important challenge in 2012 is to diversify my business in terms of types of products we deal with

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* 7. An important challenge in 2012 is to improve our marketing to new and current clients

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* 8. An important challenge in 2012 is to ensure we are all professionally qualified to RDR standard

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* 9. An important challenge in 2012 is to make sure we segment clients and offer a viable service to each group.

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* 10. Please state what you consider to be the main challenges you face in 2012. ( you may select from the issues above or add new ones)

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