Turning one client into many Podcast Por  arte de portada

Turning one client into many

Turning one client into many

Escúchala gratis

Ver detalles del espectáculo

Acerca de esta escucha

The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses?

This episode explores what business risks an advice firm faces and what the opportunities are going forward.

Todavía no hay opiniones