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...
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