Most of the financial advice community made a remarkably smooth transition into remote working when the first national lockdown hit last year, writes Simon Goldthorpe, who takes a look at ways adviser businesses can grow without an office…
We're all aware by now of the huge time and cost savings working from home can bring to IFA businesses, but adopting such arrangements for the longer term means making some fundamental changes to how firms generate leads and keep existing clients feeling happy and valued. For those thinking of scrapping the office altogether, there are a four learnings to factor into the company's growth strategy. Face-to-face client entertaining isn't any less important It can be tempting to think that remote working means it doesn't matter where you or your clients are located, but that simply...
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