How to switch to fees…and make money

Professional Adviser
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Intermediaries who want to stay in the financial advisory sector and maintain their independent stat...

Intermediaries who want to stay in the financial advisory sector and maintain their independent status might be able to do so with the help of a Southampton-based firm which shows IFAs how to encourage retainer fees from corporate and individual clients. Grosvenor Group, which started out as an IFA firm in 1985, now runs a series of workshops around the country called Corporate Breakthrough Solution (CBS, to show intermediaries how to develop business with corporate clients and establish a retainer with that client before a single financial product is even discussed. Those adviser...

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