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By giving the advice sector and direct to consumer sector the tools it needs to both manufacture and distribute products to retail investors, the government and regulator have the opportunity to supercharge the drive towards net zero.
It makes good sense for advice firms to look at how they can drive additional revenue through repeat business and referrals, as well as ensuring income is not lost through losing clients or cover being cancelled due to financial pressures. Having a proactive client retention strategy is so valuable.
My alarm goes off at… ...between 6am and 7am, depending on whether I’m in the office or working from home. I tend to steal an extra hour in bed when working from home, which is the best part of hybrid working, in my opinion. On the days that I head into the office, I get ready, prepare my lunch then take our dog,
I thought I would ask ChatGPT its view on the value of advice. Was I surprised? Well, I thought the answer was very interesting.
Research shows the things you worry about pre-retirement are actually not the same once retired