• Turning one client into many

  • Mar 15 2023
  • Length: 20 mins
  • Podcast

Turning one client into many

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  • Summary

  • 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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