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Mainstream ways of dealing with clients are ‘not working’  

By Mark Battersby, 23 Feb 18

The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.

Mainstream ways of dealing with clients are ‘not working’

Click here to find out about his more collaborative way to engage with clients, in the latest digital edition of International Adviser.

 

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.