I agree with Nick that this is vital. The problem lies with logistics in that a large national firm with 1000+ advisers would have to have the resources in place to accommodate the 'case conferences'.
I used to work with the high net worth division of Prudential and this was an integral part of the process prior to presenting to the client.
A small firm like Infomed Choice would find this easy comared to a large firm with a national influence. So I suppose small is really beautiful then??
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me father, he son!
For the sake of clarity, Nick is the Chief Executive and Father, Martin is the son and Managing Director. I concede that he runs the business though!!
Posted by: Nick Bamford
IFA
I agree with Nick that this is vital. The problem lies with logistics in that a large national firm with 1000+ advisers would have to have the resources in place to accommodate the 'case conferences'. I used to work with the high net worth division of Prudential and this was an integral part of the process prior to presenting to the client. A small firm like Infomed Choice would find this easy comared to a large firm with a national influence. So I suppose small is really beautiful then??
Posted by: Ewart Matthias