Customer loyalty, chaos and the ripple effect
Sometimes events that appear entirely unconnected to your business can be the catalyst for even the most loyal clients to think about whether they should stick with you. This is why...
Login
Client review meeting tips
Our latest Advice Tech stack report reveals that advice firms are spending an average of 105 days per year per adviser preparing for client reviews.
Why consolidation activity will slow
The consolidation trend in the UK financial adviser market is tailing off. The headlines might suggest otherwise, but our hunch is that the pace of new deals is slowing.
