Turning one client into many
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Turning one client into many
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About this listen
The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses?
This episode explores what business risks an advice firm faces and what the opportunities are going forward.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.