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Clients stick to adviser because of trust, not firm’s brand

In a recent opinion piece published on ifa, Craig West – chief executive and founder of boutique consulting and advisory firm Succession Plus – highlighted a number of strategies for finding and retaining advisers.

Clients stick to adviser because of trust, not firm’s brand
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  • Shared from Independent Financial Adviser
  • January 07, 2022
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“Financial advisers are in a ‘people business’ – clients trust their adviser and that’s why they stay, not because of the firm’s brand,” Mr West wrote.

Read more at Independent Financial Adviser

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