Five steps to improving your business model

  • The last few years have seen unprecedented change in the life and pensions industry.
  • Advisers have an important role to play in improving consumer confidence in the financial sector.
  • Forward thinking financial advisers should seize the opportunities that arise from the current adversity.
  • The five point plan outlined below is designed to help advisers improve their business model.

Consumer confidence in the life and pensions sector is at an all-time low but, with the right strategy, forward thinking financial advisers can seize opportunities that arise from the current adversity, reports David Thompson of AXA Winterthur Wealth Management.

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