Focusing on the efficiency of IFAs

This week's Investment Week Articulate page explains that you need efficiency and focus to attract n...

This week's Investment Week Articulate page explains that you need efficiency and focus to attract new clients, and the things to do and not to do when achieving that efficiency and focus. If there's a subject you'd like to see explored on this page, please email: [email protected] Efficiency and focus are the two key requirements for an IFA practice in the pursuit of new clients. You need efficient back office systems or clients won't be attracted to you in the first place and you certainly won't retain them. And you also need to be efficient in your search for new clients...