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Podcast: FTAdviser Podcast
Episode: How to succession-proof your advice firm
Description: Thousands of younger people in Britain will suddenly come into a lot of money, and they will need help in investing it tax-efficiently and in line with their ethics and values.But if your clients are happy to recommend you to their children and grandchildren, what measures have you put in place to make sure that the advice journey these younger clients start with you will also end with your firm? Will they stay the course or jump ship?And how can you make sure that you capture that audience in that first place? Tim F...