CPDFT Wealth ManagementJan 20 2025Should you ditch old clients in 2025?Should old acquaintance be forgot? Adviser firms reviewing their customer base in the New Year may well decide in some cases the answer is ‘yes’.
CPDFT Wealth ManagementJan 20 2025Should you ditch old clients in 2025?Should old acquaintance be forgot? Adviser firms reviewing their customer base in the New Year may well decide in some cases the answer is ‘yes’.