When I first became an adviser, 30-something years ago, I was called a ‘Sales Associate’. I had to bash the ‘phones to make sure I had 8 appointments in my diary each week; and most people I called had already been pestered by competing ’associates’. Now there’s a heck of lot less of us doing what I do, I could fill my diary twice over, and have had to learn to say ‘no’ more often than ‘yes, please’. Which is great, of course; and it looks like those of us still standing will soon be busier still.
“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.
