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All for one and one for all

A joined-up approach can provide real value for clients making them happier and more loyal, which will ultimately help your business, says Scott Gallacher

15 November 2013

The best outcomes for clients are achieved when their professional advisers work together. A multi-adviser approach - most commonly, the trio of financial adviser, accountant and solicitor - can give more than the sum of its parts.

But despite the clear benefits of collaboration, some people can be reluctant to make recommendations to financial advisers. Partly, this is the DIY ethos: everybody knows a bit about finances, so do I really need an expert? Another reason could be that financial advice is a much younger profession and, historically, less well regulated. That's meant we've certainly had our fair share of bad apples - salespeople rather than professional advisers. And, of course, that's off-putting.

There are two points to make on that. First, there have always been financial advisers with professionalism, expertise and skill. Second, the recent changes (in particular, the Retail Distribution Review) are making great progress in those...

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