FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Models under scrutiny
'All-singing, all-dancing due diligence reports'
'Exciting period of opportunity'
'Lingering misconceptions'
69% never switched provider
'Some reported chunky outflows'
Staff could be 100% more efficient
Net sales down 56%
'Don't overcomplicate the advice'
Switching can be 'absolutely brutal'