Better Business: Keeping customers happy

Regardless of the ‘green shoots’ of optimism that are currently appearing in the press, the industry cannot be seen to be resting on its laurels as recession and financial pressures are still very much a reality for many firms and their customers alike. Consequently, it is even more important now that companies work with their clients to provide services and solutions that help give maximum support in these trying times, particularly for adviser firms keen to retain client loyalty and in turn collect the repeated revenue that this brings. As part of the RDR era, all firms are becoming...