
10 - We Need To Talk About Consumer Duty
TRAP: The Real Adviser Podcast
00:00
Client Acquisition Evolution and Resource Recommendations
Exploring the evolution of client acquisition strategies in the advisory business over one's career, transitioning from hunting to more refined approaches. Featuring insights on the 'Optimize' app for book summaries and videos and recommendations for personalized packing list tools, along with considerations on book and show enjoyment.
Transcript
Play full episode