How does a CIP and CRP fit with other adviser processes?
Trying to develop a Centralised Investment or Retirement Proposition is complex enough, but how do they fit with the other processes within an adviser firm?
This pictorial may give some ideas of how to go about designing your overall processes.
The ideas are based on work carried out supporting many adviser firms who were looking to develop, refine, or build their CIP / CRPs.
In addition to the pictorial, we have also produced a guide to the key steps to consider when building a CIP / CRP, contact us for a copy.