Our consulting services are provided either under a contracting arrangement or as an external adviser. Examples include:

  • ETF specific client service – Q&A access for advisers
  • Pilot ETF programmes for adviser groups
  • Education articles/ newsletter and e-news content
  • PD day updates and presentations – high performing/ Inner Circle advisors
  • Support for Investment Research/ APL committees
  • B-B-C education seminars for advisers
  • On-line updates each quarter (dial-in)
  • Ability to sharpen and complement existing sales training and initiatives
  • Training via various delivery mechanisms – PD road shows, cough PC on-line sessions
  • On-going client service retainer for advisers and sales teams