Advisers should not feel pressured to produce monthly or even quarterly update reports for clients, according to management consultant Brett Davidson, who brands the practice "lunacy".
This week's PA Masterclass looks at presentation skills
Charging fees at 'implementation' - or where a product is purchased - is a legacy of the distribution system and should be ditched, a financial services expert has said.
Brett Davidson, chief executive of FP Advance, on how to improve your firm's performance in 12 months using lessons from Britain's elite athletes.
Brett Davidson of FP Advance offers different management ideas that can help your business grow.