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Financial coaching a potential ‘saving grace’ for advice

A trend of experienced advisers moving to financial coaching of new entrants rather than exiting the space completely could end up being a saving grace for financial advice, according to some in the industry.

  • Shared by the ifa
  • June 18, 2019
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Even if experienced advisers exit the industry and cease to be authorised representatives, more of them are occupying a space where they can come back into the fold and draw from their experience in coaching new advisers on areas like client engagement, XY Adviser co-founder Adrian Patty told ifa.

Read more at the ifa

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