2 critical strategies finance must implement
We are all dreaming of a day when things return to normal, but it’s clear all financial businesses will have to throw out their marketing and sales plans and start again with a clean slate.
We are all dreaming of a day when things return to normal, but it’s clear all financial businesses will have to throw out their marketing and sales plans and start again with a clean slate.
It’s those who are adjusting to the new world early who will capitalise on the disruption to business in the coming years.
Terry Weatherall’s insights are well worth watching if you want to feel better about the world we’re in right now.
What are the key ways in which businesses and teams can cope during this crisis?
Here’s how advisers can make a difference at a time like this.
It’s hard when advisers don’t have all the answers, but there is one key lesson they can impart right now.
The results are in from our adviser survey, and we’ve now seen what biggest challenges facing the industry are.
The one thing that has struck me since launching our survey is that advisers are worried about the same things that most of us are.
While the pace of change in legislation and education has definitely eased, the advice industry is still faced with the fallout.
As I write the last post for the year, I can’t help but reflect what a tough one 2019 has been for our industry.
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