26 June 2017
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“The biggest regulatory risk to advisers in my view arises from decision regret" - Gill Cardy
Considering just how your clients make decisions could help engage them with the advice process, thereby ensuring better outcomes and avoiding potential "regret risk" years down the line, argues Gill Cardy.
"Should we spend time asking (or working out) HOW our clients make decisions?" writes the financial services consultant and former managing director of trade association the IFA Centre in a blog post on...
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