There was a full house during the retirement planning section of the recent Professional Adviser summit. Helen Morrissey gives a run down of the subjects up for discussion
Renewed focus on customer service is key to advisers building a healthy, sustainable business in the future says Brett Davidson managing director at FP Advance. In the summit's opening presentation Davidson urged the audience to move away from commission only work and start charging fees as a means to building a renewable income stream. "At the moment many customers think they have a bit of a chat with the adviser who then fills out forms and seems to get paid a lot of money for doing so," he said. "We know there's a lot of advice given in these chats but because we don't charge for it ...
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