By Tony Vidler via Iris.xyz
The hot issue for many advisers right now is what they need to do to adjust for incoming regulatory reform…again…and the focus is almost always upon the short term. Knee-jerk reactions become the norm as advisers grapple with the burning questions, such as:
- What process do I have to change?
- What course do I have to do?
- What do I need to say differently when introducing myself to potential new clients?
These are all legitimate questions which need to be answered of course, and the short term adjustments to process or practices cannot be ignored. However the bigger question which is generally overlooked is:
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