Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession
Released Wednesday, 15th July 2020
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Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession
Tim Sargisson: Platforms, legacy products and consistency as the key to an advice profession
Wednesday, 15th July 2020
Good episode? Give it some love!
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Here's a link to the Fidelity research that quantifies time advisers spend with clients: https://www.nextwealth.co.uk/practitioner-insights-on-managing-an-advice-business/
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