"Rarely has there been a better opportunity for planners to prove their worth" says Jeff Prestridge, of the Financial Mail on Sunday, writing in April's Financial Planner magazine. How so, with markets going backwards, credit crunch nervousness and wholesale uncertainty?
There are a number of current factors that are driving client’s need for reassurance about financial affairs: · The markets have been going backwards · There is credit crunch nervousness · There is wholesale uncertainty All the more need for setting up a regular review service for your clients. There are two main reasons for doing this, For business & financial reasons you will make more money if you do it right and for customer service reasons, the clients you want, need to be reviewed. What proportion of your clients “do money” i.e. they understand financial services, markets,...
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