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Raza Shah: "'Personas' can be a great way to create consensus across your team members when it comes to tailoring your products and services."
The advisory sector's growth in the coming years will be greatly determined by its ability to adapt to an evolving client base who are increasing living a digitised life, writes Raza Shah, as he outlines key aspects of a design-led user experience
Wealth is being transferred between generations at an extraordinary rate - indeed, by 2030, the value of such transfers is expected to reach £115bn annually. Clearly there is immense opportunity for advisers...
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