I am fascinated by the number of advisory firm principals who still believe the best path forward for junior advisers is in the back room, cutting their teeth on low end clients. If you’re in the business of building an advisory firm, this approach doesn’t make any...
Add these four points to your resolutions for 2007. 1. ASIC – Expect the unexpected: Mr Jeffrey Lucy – head of ASIC – asked us the question “Whose side are you on?” at the last year’s FPA conference. He made very strong points including: “…[client] satisfaction alone...