Don’t you just love the way survey results can be used for any headline you like? The spin here could just as easily be ’60% of advisers are seeing more or just as many new clients despite Covid’. At the risk of upsetting fellow advisers who are ’suffering’, most don’t try too hard to find new clients and many, if other surveys are to be believed, are cruising to retirement. If you still want to grow your business, the message is the same in all industries/businesses/professions. Move with the times. Get a decent website. Use social media. Embrace rocket science. Or, in the words of Soft Cell (kids etc.), ‘Say Hello, Wave Goodbye’.
“Letter of authority: Why now is the right time for change”
This may sound like a non-issue from outside the world-of-financial-advice bubble. It is the bain, however, of the daily working lives of many of us, particularly of those paid by we advisers to do the dirty work of dealing with the many providers with whom we have to work.
