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Welcome to Coury & Company
The retail distribution review (RDR) has far reaching implications for the retail financial services sector and it is important that distributors (financial advice companies) are well equiped. Coury & Company can help financial advice firms implement an appropriate strategy to successfully move away from the 'product selling' indemnity reliant sales model and implement a new business strategy commonly referred to as the 'new model adviser'. In order to survive in a non-indemnity fee based world where customers agree remuneration in advance (CAR), financial advice firms need to build a predictable and sustainable revenue stream on which they can achieve consistent growth, profitability and, ultimately, equity value. Choosing the right wrap platform is vital.