Friends for life: How to build a lasting relationship with your DFM

When it comes to building on professional relationships, discretionary fund managers (DFMs) are often last on an adviser's list. This is not unreasonable considering DFMs are usually hired to save an adviser time, making spending time ensuring you are both on good terms seem counterintuitive. However, as superfluous as it may seem, maintaining a good relationship with your DFM can be a valuable practice, helping you to stay on top of any developments that may affect the running of your clients' money and perhaps even your firm's image. Define your relationship For Mike Horseman, dir...