Click here to read his insights in International Adviser’s latest digital edition, including a test to gauge the amount of time you need to spend with each of four categories of client type as well as reactions from IFAs around the world.
The best way to avoid the wrong type of client
The tricky area of client segmentation and why financial advisers need to do it is the focus for well-known industry figure Phil Billingham, in his second article looking at how firms can survive amid regulatory change.
