Presentation Description
In this session, we delve into the nuances of maintaining a professional and ethical advisory practice, grounded in an extensive evidence base drawn from over 19,000 client files. With a rich tapestry of insights accrued from decades of hands-on experience, we will navigate the labyrinth of practical challenges that advisers frequently encounter. This exploration will not only highlight the pitfalls and common failures but also impart actionable strategies to surmount these hurdles. Our aim is to equip advisers with the tools and knowledge to uphold the highest standards of professionalism and ethical conduct in their practice.