In another extract from their new book 'How to Survive and Thrive in the New World of Retail Financial Services', Nick and Martin Bamford tackle staffing and recruitment issues.
The historic intermediary model has always been based around the adviser client relationship. This is a people business and it will always remain so as the role of trusted adviser is an important one...
At PortfolioMetrix since April
'Humanises our offerings'
After facing adviser backlash
On 24 & 26 September