Aptitude problem

August 2009
Money Marketing;8/20/2009, p22
In this article, the author discusses the role of financial advisers in the financial industry as explained during the workshop in Great Britain. He states that advisers focused on offering well-rounded recommendations and excellent customer service. He mentions that two commentators Richard Verdin and Andy Milburn, infers that they propose a specific protection qualification to equip advisers and give them the confidence and knowledge to give the holistic advice.


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