Would-be clients snub adviceBY MARK SMITH | FRIDAY, 18 JAN 2013 11:25AMPotential financial planning clients are less likely to take up advice than they were last year, according to CoreData's 2012 Financial Planning Shadow Shop. |
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I wouldn't take too much notice of Core Data's research. For my practice, it is business as usual with a greater increase of current and potential individuals more likely to take up advice. I would expect similar activity with most practices that provide ongoing service.