Rebecca Murphy highlights the potentially huge business opportunities on offer to advisers willing to put long-term profitable client relationships before short-term non-recurring revenue
It's a minefield out there for investors and savers alike. Low interest returns and volatile investment markets have become the norm and people are being bombarded with information about a myriad of products and services without understanding how any of it could fit to their personal situation. And the financial services industry - from banks and investment managers to life companies and financial advisers - has been built on the premise of ‘selling' as opposed to ‘educating'. We often talk about investing for the long term while actually employing short-term sales strategies - too often...
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