Clients and jargon
INDUSTRY VOICE: Knowing how investors select advisers is key to better understanding your clients. We identified five profiles of common client types who tend to share important traits. Our findings suggest how you can deepen your relationships with...
Financial planning in the 2020s
Covers guidance, suitability, risk controls
One firm saw bill rise from £16,000 to £70,000
Consistency and compliance vs. slower reaction time
Where true value lies
Go-to place for IP information
66% do not engage with under 45s
Put detail in suitability reports
In tandem with business goals
Fours steps to better time management
Planning to succeed
'Visibly trawling for prospective clients'
‘Event-based’ learning less effective
£6m tax avoidance claim
Entitled, squeezed or both?
Make process simple
Client communication considerations
Keep an open mind