As the word ‘sales' has been forcibly removed from advisers' vocabularies, so the use of traditional sales aids has fallen by the wayside. So, Carmen Reichman asks, how are advisers communicating with the clients of today?
Anyone remember critical illness top trumps? No? Well that's not particularly surprising, as most advisers claim they barely recognise the term 'sales aid' any more. Few confess to having ever used them....
Partner Insight Video: Advisers have had to adapt to the changing investment landscape.
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