Better Business: Top tips for 2010

clock

Richard Goodall, sales and marketing director at Ascentric, reveals his 10 pointers for adviser success in the year ahead.

A few weeks ago, I had the luxury of being stuck at home following one of the heaviest downfalls of snow in living memory. This absence from the office gave me the opportunity to reflect on 2009, which at every level was a hugely significant year for the industry. I can only assume it must have been the isolation caused by the snow that led me to jot down some of the things I personally wanted to achieve in 2010. It dawned on me that 2010, with RDR really starting to bite, could be a most challenging decade. I started to think about some of the IFAs we had helped switch to the platfor...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Will IFA-owned platforms take over the financial advice sector?

Will IFA-owned platforms take over the financial advice sector?

PA talks to industry experts on the future of adviser-owned platforms

Sahar Nazir
clock 27 March 2024 • 9 min read
CGT support from platforms now 'adviser must have'

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

Jenna Brown
clock 27 March 2024 • 2 min read
Aviva named the preferred platform provider by advisers

Aviva named the preferred platform provider by advisers

Quilter remains in second place followed by AJ Bell and Transact

Isabel Baxter
clock 04 March 2024 • 1 min read