FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Two sides of the coin
The client ends up paying
Start with the ‘why?’
May need more than a Band-Aid
Clients’ personal circumstances are key
PA's ‘Best Financial Advisers To Work For' winners
Winner announced at 2017 PA Awards
Too many fixated on cost
Beware botched approach to managing conflicts
Beware ‘ideology of independence'