
A perfect world, now:
Most advisers know that their strengths are in delivering advice to clients. Many also agree that they spend too much time on tasks that could be handled by someone else…
Here are some other articles from the Focus archives
Most advisers know that their strengths are in delivering advice to clients. Many also agree that they spend too much time on tasks that could be handled by someone else…
GDPR applies to EU and non-EU companies. If you offer any products or services to the European market, or if you collect data on European customers, the new privacy rules apply to you.
People scare easily. Faced with the stark financial realities of poverty in old age, never-ending mortgage payments or adult children still dependent on the bank of mum and dad, they baulk. Then they disengage. Then they’re gone….