In the second of two articles ahead of his upcoming talk at the Institute of Financial Planning (IFP) conference, Dan Sullivan discusses what the RDR means for the future of financial advisers
Last week in Professional Adviser we discussed the client proposition. This week we’re talking value... If you’re client-focused and your approach is to be a great adviser and counsellor to clients,...
Achievements, charity work and other happy snippets
Laughable excuses for persisting
Spent 56 years at Schroders
Warns on profits