))
Turning one client into many
Manage episode 358036754 series 3457707
Indhold leveret af Digital Content. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Digital Content eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
The industry has successfully guided baby boomers to retirement. But their loved ones can think and act very differently. With 80% of UK advisers not having a relationship with their current clients’ beneficiaries, what does this mean for advice businesses?
This episode explores what business risks an advice firm faces and what the opportunities are going forward.
3 episoder
Del
