Advisers entering the industry need to 'play the game'

Speaking at Professional Adviser's Retirement Planning Roadshow yesterday (22 November), Intelligent Pensions technical and compliance director Fiona Tait shared what she wished she had known before becoming an adviser after more than 30 years' working for providers. The theory of advice "There is nothing wrong with a bit of theory," Tait told delegates. She explained one way that theory can be used in the advice process is finding a target market by identifying the client segment, sub-segment, investment needs, product needs, product solution and investment solution. Tait gave t...