Recently our Founder & Director, Cathi Harrison, took part in a series of interviews with Julian Marr, Editor of Professional Adviser, discussing numerous topics including; recent FCA regulatory changes, outsourcing and having a plan for succession.
Click below to watch the first interview in the series – the rest of the episodes are available too.
Episode 2: “Outsourcing to the specialists”.
Episode 3: “Keeping fees transparent”.
Episode 4: “Going digital if your clients desire it”.
Episode 5: “Plan for succession”.
If you have any thoughts or questions on anything you’ve heard within the interviews, get in touch!