When much of the advisory space can be occupied by solicitors, accountants and/or financial advisers, writes Ian Muirhead, professionals must focus on maintaining client relationships and providing access to all the services required by target clients
The pace of change within the professions is accelerating. The traditional business model was based on hand-crafted advice delivered on a one-to-one basis with clients, by professionals working in partnership...
To ensure creditworthiness assessments compliant
Avoid broad-brush strokes
Partner Insight: Introducing the Architas education series for clients.
What made financial headlines over the weekend?