Building success with a low client-to-adviser ratio

In this episode, host Charlie Parker visits Inverness to meet with professional advisers, Watson Wood Financial Planning.

Join us as Kevin Wood, founding director of the business, shares insights on their strategic business growth, maintaining a low client-to-adviser ratio, and the bespoke service that sets them apart from larger firms.

Kevin explains how the business supports clients during times of uncertainty, and how their strategy of resilient planning from the start underpins this. Charlie and Kevin go on to discuss the difficulties of attracting talent to the profession and possible solutions to this problem.

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