December 2016 - January 2017

Knock, knock! Who's there? Mystery shopper, that's who

One of the largest ‘mystery shopping’ surveys ever undertaken in the financial services space reveals a financial planning industry struggling to deliver a consistent client experience. While some advice networks perform strongly, others continue to get even simple things wrong.

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    Can financial planners attain the same professional status as doctors?

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    Do your recruitment plans in 2017 include hiring a graduate?

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    Do fund managers have a legitimate role to play in helping advisers explain investment concepts and strategies?