Simon Goldthorpe: Getting the most out of client service reviews

Demonstrate value

clock • 4 min read
Simon Goldthorpe: Getting the most out of client service reviews

Client service reviews may unintentionally become a tick-box exercise, but Simon Goldthorpe says they can be a great way to demonstrate value and give clients a chance to have their say too...

Ever since the arrival of MiFID II it's been tempting for advisers to consider annual suitability reviews as little more than a tick-box regulatory burden that takes more time than it's worth. But ...

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