52 - KPIs: Key People of Influence
TRAP: The Real Adviser Podcast
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Navigating Scams and Financial Advisory Challenges
This chapter explores the alarming rise of sophisticated scams, particularly in investment fraud, and stresses the need for vigilance against deceitful communications. The conversation then shifts to the financial advisory profession, highlighting high attrition rates and a shortage of new advisors, raising concerns about the industry's future. Lastly, it examines the declining profitability of financial advisory firms in the UK, discussing the challenges faced by large versus smaller firms.
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