What is wrong with the following... I would like to build and offer a streamlined investment advice service for retail clients.
A simple, online questionnaire would determine attitude to risk (OK, capacity for loss) and double as a fact find. If the customer so chooses, he or she can receive specific product recommendations...
Engagement and influence
Win free places at the awards
Our weekly heads-up for advisers
Beware ‘investor behaviour penalty’
Develop ‘soft skills’