How to avoid being replaced

David Greenslade | Strategi | 10 December 2012

Are you concerned the banks are possibly taking potential clients? Or that you're not receiving the number of referrals you used to and more people are purchasing financial products online? If so, then it might be time to readdress your client interaction approach.

Increasingly, we're finding in our compliance reviews that financial advisers are narrowing their scope of advice to concentrate on what Mitchell Waldrop would call simple or complicated problems, where it is quick a...