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The average initial fee charged by planners who had identified their target market was 57% higher than at those firms which worked with all types of clients.

The one skill advisers need to get better at The one skill advisers need to get better at One simple skill can free up extra time for a lot of advisers, but like many business owners they’re not always doing it as often as they should, according to an adviser business coach. A A In a recent webinar, Elixir Consulting business coach Lana Clark said despite the rising costs of doing business, too many advisers were still holding onto lower value tasks themselves rather than delegating to junior staff. “Lots of advisers we meet tell us they have struggles articulating value and yet we contin...