Tag » Clients

Wake up and stop that endless and repetitive chorus on suitability

Recent media articles and seminars continue the ongoing debate over investor suitability and attitude-to-risk profilers. “The debate has not moved forward since 2011” says David Roberts, “it really is time to stop this six year old discordant chorus and move on”. 9 kata lagi

Suitability

Are You Charging Enough?

Do you know the clearest way to know if you’re charging too little? All of your clients say yes to your price without reservation. When you’re setting your prices, you should be setting them according to the value you offer. 41 kata lagi

Are You Charging Enough?

Do you know the clearest way to know if you’re charging too little? All of your clients say yes to your price without reservation. When you’re setting your prices, you should be setting them according to the value you offer. 41 kata lagi

Are You Charging Enough?

Do you know the clearest way to know if you’re charging too little? All of your clients say yes to your price without reservation. When you’re setting your prices, you should be setting them according to the value you offer. 41 kata lagi

Are You Charging Enough?

Do you know the clearest way to know if you’re charging too little? All of your clients say yes to your price without reservation. When you’re setting your prices, you should be setting them according to the value you offer. 41 kata lagi