Advisers are well acquainted with client referrals and lead generators, but are other ways to generate new business being used properly?
Ask ten advisers how they source new business and you will get ten different answers. Admittedly, some themes are more common than others. Financial advice trades on personal contact, advisers say –...
Underperformance still present – for now
Regtech or fintech
15% increase in number of claims paid
Open architecture philosophy
Inflation above 2% for first this this year