TITLE

David Shelton The Business of Advice

PUB. DATE
June 2012
SOURCE
Money Marketing;6/28/2012, p44
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The author discusses the competition of banks with the independent financial adviser (FA) industry despite the withdrawal of Lloyds, Co-op and Barclays from the market. He examines the continued threat of major banks due to the scale of their operations, marketing creativity and knowledge of the customer base. He explains the role of performance in the selection of an FA by clients.
ACCESSION #
77612270

 

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