Winning formula

Noach, Robert
February 2007
Money Marketing;2/1/2007, p56
The article offers several approaches to increase sustainability in the services of financial advisors in the financial services industry in Great Britain. Securing income streams through sound initial advice followed up by ongoing service and long-term relationship with clients is highlighted. It is also important that advisers have the confidence in the initial investment advice they provide to ensure longevity of the assets and the ongoing revenue streams.


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