“Financial advisers are in a ‘people business’ – clients trust their adviser and that’s why they stay, not because of the firm’s brand,” Mr West wrote.
Read more at Independent Financial Adviser
Clients stick to adviser because of trust, not firm’s brand
In a recent opinion piece published on ifa, Craig West – chief executive and founder of boutique consulting and advisory firm Succession Plus – highlighted a number of strategies for finding and retaining advisers.
