“Advisers receiving fewer new client calls since lockdown – PFS”

Nov 19, 2020 | Financial Services

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’.

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“Simon Evan-Cook: FCA must wake up to consolidation damage”

“Simon Evan-Cook: FCA must wake up to consolidation damage”

This is where I can don my ‘been around the block, seen it all before’ mantle. What’s happening in our business/industry/profession at the moment is a lot of what’s become known as consolidation, big companies, many fuelled by private equity, buying up smaller firms or taking over the clients of retiring advisers.