How can advisers engage with the next generation of clients?
With money becoming ‘invisible’, as we move into a cashless society, it’s more important than ever that the next generation learn about money.
Source: moneymarketing.co.uk
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The first step towards solving a problem is acknowledging you have one
It seems to me that, depending on who you speak to, the advice gap is either a massive problem or doesn’t exist at all. Sadly, the latter stance appears to apply to many advisers — if the comments on Money Marketing’s website are anything to go by. To be content with the business you have is one thing, but to suggest
Source: moneymarketing.co.uk