Friends, family, acquaintances and spouses can all help advisers seek out potential new clients, writes Bryce Sanders, president of Perceptive Business Solutions
The best ideas are often the simplest. Often when financial advisers attend sales training they are shown a “simple 15 step process” or told “change everything you do everyday from this day forward.” When...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions