ValidPath

'Establishing and running an IFA firm is a significant undertaking'

Attracting new clients high priority for firms

'It is clear that the sector is moving through a significant period of transformation'

Have ‘traditionally been cautious’ on specialist products

Doing so by strengthening social media presence and marketing

Designed to help with a ‘comprehensive succession and acquisition solution’

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

'Ultimately, the work that advisers do is incredibly valuable'

‘True independence means being free from any ties’

Skills to build trust and foster long-term relationships