FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Focus on building awareness
James Stevenson appointed MD
After two years of training
Has acquired Maestro Financial Services
‘Clients want peace of mind’
Previously assistant director of qualifications
Board changes, staffing and branding
Balance tipped in favour of wealth managers
Regulator hired Saatchi & Saatchi
Fighting the 'airy-fairy' stigma