Professional Adviser readers are a committed lot, keen to read us even when on their summer holiday. But one adviser saw something that melted his Mr Whippy, and he wrote to us to tell us why...
Attivo CEO Stephen Harper criticises small advisers as being a cottage industry, but doesn't seem to realise that is precisely their unique selling point. I happen to know a little about his firm and others of comparable size and, while it may well suit some clients to have an adviser, client manager and paraplanner in attendance, many clients prefer to deal with one person who has a complete and comprehensive overview. Many small advisers have been in business since Mr Harper was still sailing the seas. I know I am by no means unique, but a new client for me was one that had only ...
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