Richard Goodall, sales and marketing director at Ascentric, on how to make your firm stand out from the crowd.
Operating as a company in today’s market is increasingly challenging. Operating as a financial planning firm in today’s business environment is the equivalent of trying to run a marathon without any shoes on, where jostling for position with fellow runners is a standard feature and where the marshalling of the course can be prone to inconsistent signage. The challenges facing adviser firms are numerous, from the day-to-day aspects of running a business to coping with changing societal demands that are driving consumer behaviour, to the spectre of RDR that is casting a shadow in many a bo...
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