Building an advice business that can meet the needs of those with increasing years of ill health in all its forms can be a tough ask. In the latest in our podcast series for The Value Exchange, we hear from some of the best in the business. As vulnerable client specialists, Frenkal Topping and their managing director Mark Holt give some top tips for financial planners looking at an area of increasing focus for the regulator.
Welcome to the third episode in our podcast series for the Value Exchange, in association with Vitality.
Released every month, we’ll be taking on topics like long-term care planning and advising on increasing years of poor health. Visit us here for more great discussion and insight.
Did you miss the previous to episodes in the series? Listen to it now here:
