Blackfinch Asset Management webinar: Is your CIP holding you back?
Автор: Blackfinch Group
Загружено: 2025-10-15
Просмотров: 44
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Is your Centralised Investment Proposition (CIP) holding you back?
Discover the 8 warning signs that could be restricting your advice business.
Many adviser firms are beginning to recognise the warning signs that their CIP might beholding them back - are you? Here are a few questions to consider:
Do you feel your CIP is a 'black box' you can’t fully explain?
Are you struggling to justify ongoing charges to clients?
Is your CIP too rigid, unable to adapt to changing markets?
If any of these questions resonate, it might be time for a fresh perspective.
Hear from Mark Keogh, Head of Asset Management and Gareth Deacon, Head of Multi-Asset, to explore how a more dynamic approach could better serve both your business and your clients.
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