Brendan Llewellyn lists some resolution ideas for advisers to consider as we emerge from holiday hibernation and look ahead to 2025…
The trouble with resolutions is you're supposed to keep them. So, to avoid such pressure I will recommend them for others. Feel free to self-select - if you think they apply to you then they do. 1. Stop researching how much consumers don't know about… (name your subject). We know this already. It might generate headlines, but they won't be worth reading. 2. Stop saying planners are better than advisers. Advisers plan and planners advise. No need for any ‘Popular front of Judea' on this one 3. If we are to redraw the advice/guidance barrier make sure the territories are extre...
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