Comments

Have You Drawn Up Your 'stay vs don't stay' list

Of course the Financial Advise industry has been in turmoil since regulation first started to bite. If you go back to the days of Fimbra and Lautro along with SIB regulation was as much of an issue then as is now. Difference is we have all worked with regulation for many years now and should all be used to it. Clients still need advice, and the firm or individual that provides high quality advice in an efficient manner, and meets that clients expectations will survive and do nicely thank you. Please don't think for one minute it's only us, speak to your local firm of Accountants or Solicitors and you will find similar gripes. Adapt or die is the key. Max out on the technology. Refine your processes. Manage your time. Focus on the 80/20 And you will find life becomes ever so much easier and of course more profitable. Richard Smith IFA/Tech Consultant http://www.theinternetconsultancy.com

Posted by: Richard Smith

17 Sep 2009 | 12:19
Complain about this comment

Sheriar Bradbury: Have you drawn up your 'stay vs don't stay' list yet?

Add a new comment:

Poll

Should there be a cap on hourly fees?

New look Professional Adviser

Coffee Lounge