PA360: Why IFAs must get intimate with clients - Paul Resnik

Finametrica co-founder and director Paul Resnik said while regulatory requirements set out in MiFID II, which came into force in January this year, made advisers' lives more complicated it was an opportunity to talk to clients more frequently and develop stronger relationships.  Speaking at PA360 about risk and retirement goals, he added the best thing advisers can do is to build intimate client relationships as the profession is driven towards commoditisation and increased use of technology.  He added the "antidote" to commoditisation and intrusive recording and documentation require...