In developing or refining your strategy the first question has to be “what shall I deliver for my clients?” – this is the core of the Service Proposition and this brief guide takes you through a number of simple steps to help you along the way.
The Guide is produced by David Shelton of Stoke Bishop Associates. Adviser Home has partnered with David, one of the leading strategists operating in the adviser sector and author of the book The Business of Advice.
