Better Business: The A-Team

clock

In another extract from their new book 'How to Survive and Thrive in the New World of Retail Financial Services', Nick and Martin Bamford tackle staffing and recruitment issues.

The historic intermediary model has always been based around the adviser client relationship. This is a people business and it will always remain so as the role of trusted adviser is an important one and much valued by the consumer. However, things are changing and the adviser client relationship is now so potentially intense that it requires support and that support will come from a team based approach. The future successful intermediary firm of independent advisers will be team based with each team member bringing to bear their skills, experience, relevant qualifications and knowled...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Underperforming' sector does more damage to women over time

'Underperforming' sector does more damage to women over time

Y Tree executive director Eliana Sydes speaks to PA

Sophia Panayi
clock 29 July 2026 • 2 min read
From the annual review to the 'always on' adviser/client relationship

From the annual review to the 'always on' adviser/client relationship

'Regular reviews will still play an important role, but clients' lives do not follow a servicing calendar'

Tessa Lee
clock 28 July 2026 • 4 min read
Number of British millionaires drops to lowest level since 2008

Number of British millionaires drops to lowest level since 2008

Estimated number of 442,000

Sophia Panayi
clock 28 July 2026 • 3 min read