‘They have to stay relevant, so clients don’t outgrow your service offering’
Why do so many IFAs find the idea of setting up their own firm so irresistibly appealing?
Lawyer discusses Court of Appeal ruling
‘Definitely social mobility in the profession’
'Engaging directly on vulnerability is new and still feels quite alie'
‘There are risks if you don’t engage’
'The trade-off between doing good and creating value is a thing of the past'
Is the message that's landing with clients the one you want them to hear?
Join us at The Park Royal Hotel & Spa on 1 October