FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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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
Suspected malware
14 September 2018
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4 min read
