Planners need to communicate their clear expectations to clients if they want to mitigate against ‘challenging conversations’ that are likely to arise, according to Dimensional Fund Advisors (DFA).
A clear action plan on how grassroots talent can be brought into planning firms and retained is key for firms looking to grow sustainability outside traditional recruitment norms, Wealth Matters says.
Focusing on personal improvement and development is key for advisers and planners to improve outcomes for their clients and businesses, according to Smart Financial.