The financial advice industry is set to lose around 60% of its advisers in the next decade. How do those advisers planning for their retirement leave behind a strong legacy that continues to provide for their clients? In this episode, we speak with three advisory experts around retirement and legacy building. This thought-provoking episode gives key insight into the strategic planning needed. We look at how far ahead advisers need to think, building value into their business and ensuring clients continue to be looked after.
Listen and download Series 1: Episode 5 of Beyond the balance sheet on Apple, Google or Spotify.