Tim Sargisson: Towards profitable, proficient, future-proofed businesses

Be adaptable

clock
Tim Sargisson: "Being adaptable is about having an open mind and a relentless focus on the changing needs and habits of the client."
Image:

Tim Sargisson: "Being adaptable is about having an open mind and a relentless focus on the changing needs and habits of the client."

There is a real need to recognise the successful adviser of today - and increasingly the future - must be able to combine empathy with tech-savviness, writes Tim Sargisson

I enjoyed reading Simon Rogerson's recent article for Professional Adviser, Three ways to start preparing for the future now. I have a lot of time for Simon and his team at Octopus Investments - their...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Tap into our community intellignece through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Business models

Quilter said potential candidates should "monitor business production and embedded client contact and sales strategy".

Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
 "We are delighted to welcome the teams from Charter Financial Planning and Rice Whatmough Crozier to the One Four Nine Group," said  Matthew Bugden, chief executive officer of the Group.

Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
PFS president Sarah Lord was reappointed in September.

'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read