Merry Christmas from Professional Planner

The Professional Planner offices will be closed from December 18, 2013, until January 6, 2014.

We wish all of our readers a very Merry Christmas, and a safe, happy and prosperous New Year.

Best wishes,

Leng Yeow
Simon Hoyle

Leave a Comment

How advisers can avoid the ‘tailors’ fate’

How advisers can avoid the ‘tailors’ fate’

When a long-established bespoke trade mistakes disruptive technology for a productivity tool, change can remain barely noticeable until it suddenly explodes. The “tailors’ fate” holds a warning for advisers who assume personal client relationships will remain king and protect them from upheaval.

Sort content by