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From Archive 01 October 2007

By PWM Editor

Train advisers with a customised programme, including how to advise on a series of appropriate products, depending on a client’s age, financial and professional status and needs.
Conclude partnerships with a series of big-name, reputable, international and local product providers, able to supply a broad range of diversified products.
Plan for the long term, both in business and investment.
Do not risk clients’ assets unnecessarily. The history of the region is a turbulent one, with customers having a poor experience of both unregulated pyramid schemes and some government backed investments.
Once you have secured a client, keep visiting them regularly, and proposing new financial planning tools for all needs.

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