Adam Young, financial life planner at Dragonfly, reveals his four-step guide to preparing for RDR, and explains why being a business owner helped.
It amazes me how our resilient industry remains while being so fragmented in its operation. It is extremely refreshing to see the professionalism grow in financial services, with new blood coming into our industry from graduates. While initially this flow is likely to primarily go to the big accountancy firms and to firms that have the model to attract such high-calibre recruits, these are promising times, and are well overdue. What customers want You need to consider the various components to operating in the new commercial world. While historically financial advice has sat around ...
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