Too many advisers spend too much time doing essential but repetitive and boring tasks, writes Roland Rawicz-Szczerbo as he outlines four steps to make better use of time and give clients what they want
Most of the people we deal with at Time4Advice are running their own financial planning businesses with varying degrees of success. There is a common theme we encounter with every business we see, however...
‘Important to have an anchor’
Report to be written by TPR
Lack of innovation for solutions
Some 2,000 consumers affected