Every advice firm needs to demonstrate a genuine client-centric proposition at the heart of the business, writes Tim Sargisson, and any that merely pay lip-service to the idea will soon find themselves short of new blood
It was good to read the recent comments from SimplyBiz CEO Neil Stevens in Professional Adviser, describing the business as "the antidote to consolidation". As he said: "We have shouted about the benefits...
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets