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Industry
A decription on the growth strategy for the audience.
Anyone who has acquired an existing firm, or simply decided to move their accounting business to a cloud-based system, will be aware of the myriad of costs and unexpected delays that occur in transitioning Practice Management Systems (PM).
Over the past 6 months, many paraplanners have expressed their concerns about the changes in the industry and their place in it post QAR implementation.
Having worked in the accounting industry for well over 20 years, I’ve always found it beneficial to have a focus on emerging trends and technology.
Advisers are very comfortable with the concept of risk when it comes to investing. They understand that exposure to risk increases the probability of a client achieving their long-term goals, hence most diversified portfolios hold a sizeable allocation to growth assets.
The expression ugly on the inside is used to describe someone who is not very nice although they may be good looking.