The advice industry needs to get to grips with how clients really want to be reached and dealt with, writes Earl Glasgow, managing partner at True Potential
Retailers really do set the standard when it comes to customer relations, particularly the big supermarket chains. They are the very epitome of the term ‘mass-market' and financial advisers should be learning an awful lot from them. Retailers may have reported mixed results in recent months but the bigger picture is the way they treat their customers and focus on building long-term relationships in a highly competitive market. The successful retailers are those who have really paid attention to their online offering; those that have listened to the ways in which their customers want t...
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