Founder and director of Wills & Trusts Independent Financial Planning David Batchelor reveals seven essential shifts in thinking to massively improve IFAs' profits.
Pardigm Shift 1: Your are a business person, NOT a financial adviser Too many advisers think of themselves just as a financial adviser. You are not. You are a businessman and should only be doing...
What made financial headlines over the weekend?
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch