How can financial planners succeed in difficult markets?

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, ma...