Business Health

It’s never too early to get started on a succession plan

  For many financial advice businesses, the challenges of servicing clients, keeping staff happy, managing compliance and continued evolution and education mean succession planning...

New report points to a critical disconnect between financial planners and BDMs

Tuesday, 17 November 2015
The commercial objectives of business and practice development managers (BDMs and PDMs) are misaligned with those of the financial planners...

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