We ask advisers for their tips on managing clients when they go on holiday...
Dennis Hall, managing director, Yellowtail Financial Planning: "In my firm I am the main advice provider, but I decided to authorise my paraplanners a couple of years ago to help cope with this problem, as well as to enable them to deal with simple issues when I am otherwise out of the office or unable to immediately deal with client queries. Prior to that I found that my paraplanners could only deal with administrative issues and for urgent queries I would have to maintain an eye on my e-mails even when on holiday in case I had an urgent situation to deal with. Of course, with so...
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