New Model Adviser - For professional financial planners

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
6891.43 + 36 0.53% 04:35

Paul Etheridge: let go of unprofitable clients

Paul Etheridge, chief executive of Prestwood Financial Planning and founding member of the Institute of Financial Planning, explains how to segment your clients to achieve a profitable business.

In this interview Etheridge urges advisers to let go of unprofitable clients, warning they can become 'time bombs'.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.