The Top Class Wednesday Update may melt
April 30, 2025
Mark on True Potential’s section 166 review and what it says about the process of moving lots of advised clients from one place to another.
Mark on True Potential’s section 166 review and what it says about the process of moving lots of advised clients from one place to another.
In this week’s update Mark muses on masks, succession planning and the issue of seller’s regret.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.
Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.
