How to survive and thrive in the customer service era

How to survive and thrive in the customer service era

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Going the extra mile for clients is the key to long-term growth and profitability, writes Mark Holweger, managing director, intermediated, at Legal & General...

Regulatory milestones such as the Retail Distribution Review (RDR) and ongoing developments in the pensions and housing markets have completely changed the landscape for financial advisers in the UK. As a result, intermediaries are being forced to move away from a high-volume sales model and towards a customer-centric strategy that promotes brand values such as transparency, quality and value. It is extremely positive to see the industry continue to evolve and adopt these more client-centric practices. Without a doubt, the winners in this market will be able to use this approach to gr...

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