client loss
Where will the greatest disruption to your practice come from?
February 28, 2022Disruption has long been a feature of financial services distribution. Disruption constantly occurs with new market entrants, product innovation, shifting strategic focus on the part of suppliers in relation to control or autonomy of distributors….but…
This 1 Thing Could Lose You More Than 50% Of Your Clients
February 18, 2022For just about any practitioner to lose clients is bad, but losing 50% or more of their clients in a year would be a disaster. It is enough to jeopardise a practice entirely of course,…
What do you have to change to keep clients?
November 22, 2021The first priority for any adviser in tougher times is to keep clients that you currently have, right? Then you can afford to worry about getting new ones. Changes to financial services are coming thick…