Tim Sargisson: The difference between advice firms that grow and those that don't is customer retention

The 80:20 rule

Tim Sargisson: "If you can articulate what you do and justify fees, this is where the opportunity lies."
Tim Sargisson: "If you can articulate what you do and justify fees, this is where the opportunity lies."
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It is widely accepted that firms in the strongest place before this crisis that continue to support their clients during this time will be best placed to get through this, writes Tim Sargisson, who says the important message to keep in touch with clients has been a constant theme during the Covid-19 crisis...

Clearly the message of keeping in touch with clients is still to get through to some advisers in our profession. Research consultancy Boring Money polled 316 of its readers in April and found one-in-four...

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