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...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes