The client experience – the key to success

The client experience – the key to success

The purpose of any business is to make money.
However, this is becoming harder as revenue dries up and the cost of operation continues to grow. In order to offset this cost, we need to collect more revenue from the client, and so we enter a loop of chasing clients and money but having to spend more on marketing and infrastructure to get the same income.

Providing value in a changing marketplace

Providing value in a changing marketplace

The financial services world is changing. We are in what is being heralded as crunch time for many financial advisers and their firms. This is why, now more than ever, it is crucial you provide value back to your clients. What is value? In some of the most traditional aspects of financial advising, value is seen as the money returned to the client.