In a recent Professional Adviser poll, we asked advisers how they are planning to grow their firm.
One respondent said they are planning to bring on another adviser. On a similar note, another pundit said they want to grow by taking on more Chartered advisers and "maintain quality of service/advice but be very mindful of our capacity challenges". Meanwhile, another said they aim to grow by "drastically" reducing the number of clients and offering a more comprehensive service. Interestingly, our latest PA Asks poll also revealed that 66% of advisers have not taken on more clients than usual over the past year. "By focussing more and more on our high-net-worth individual client...
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