Financial Planner Ian Thomas CFP^CM will be sharing his RDR insight at a series of roadshows in association with Fidelity.
Mr Thomas, who is a Financial Planner at Pilot Financial Planning in Dartmouth, will be speaking on the current challenges faced by advisers post-RDR and how to address them.
He will also examine the issues of client psychology and client segmentation and how this affects his advice proposition.
Mr Thomas also sits on the Investment Platform and Distribution Advisory Council at the Tax Incentivised Savings Association.
The Fidelity and FundsNetwork roadshows are being held between 22 April and 2 May to address issues post-RDR. These include demonstrating value to clients, meeting regulatory expectations, efficient risk profiling, defining client propositions and fund assessments.
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Other speakers include Trevor Greetham, James Bateman and Russell Lancaster from Fidelity and Paul Richards from FundsNetwork.
Ben Waterhouse, head of sales at FundsNetwork, said: "The roadshows we are running aim to combine the expertise of Fidelity Worldwide Investment and FundsNetwork to help advisers navigate the ever evolving landscape.
"The array of topics that will be covered are aligned to the issues that advisers are currently facing. We hope advisers walk away with some useful insight into how managed solutions can help build a robust, cost effective and future proof business model."
The roadshows are accredited for two hours of CPD by the Institute of Financial Planning.
Sessions will take place in Exeter, Cobham, Birmingham, Harrogate, Edinburgh and Manchester. Advisers can book to attend via www.fundsnetwork.co.uk/events 

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