Less costs, more staff, and less paperwork amongst the changes
Advisers, business owners and paraplanners share their thoughts
This includes a wider range of advice services, personalisation and coaching
Choice down to the parties' negotiation positions
Advisers could use the five-step process to solve some of their issues
Modern compliance concerns in the WhatsApp era
‘To continue without an end in mind is a commercially strategic mistake’
‘How can the industry flourish when there is so much red tape?’
An immediate sale is not the only solution
Contemporary and modern advisers can be a ‘pivotal force for change’