Regular reviews create greater opportunities

The credit crunch will have led many clients to review their investments, both in the light of changing personal circumstances and to take account of the market falls over the last year or so. However, such reviews should not be exceptional events, but part of the normal relationship between adviser and client, particularly as it becomes increasingly necessary to justify any renewal or trail commission paid to the adviser. It also makes good business sense, because reviewing a client's investments may well lead to opportunities to help in other areas. The frequency and scale of reviews ...