How to get the perfect clients…and keep them

Every adviser is striving to achieve the perfect business model for their pension clients, the one that produces satisfactory levels of profit while making sure that customers are treated fairly and are receiving appropriate advice. On top of this, with the implementation of RDR, advisers need to consider how they can make their business model sustainable in a commission-free environment. The perfect client? The criteria for an adviser’s “perfect client relationship” may look something like this: The client is “high net worth” and has at least £500,000 to invest You see them...