1 min read 1 Apr 20
The information contained in this page is for professional Financial Adviser use only.
Our collective experience of COVID19 is dominating lives right now. And there’s a whole load of unknowns.
Only time will tell whether we see significant changes to the way we work.
But for now, this survey of 200 advisers shines a light on the many different ways firms adopt and use CRPs in their businesses.
It’s a snapshot of life just before COVID19.
Packed full of insight – some of it unexpected – this report offers plenty of food for thought.
Maybe you’re one of the 48% who already have a CRP in place.
Or perhaps you’re one of the 71% of remaining firms who plan to have one in place by 2021?
Either way, we hope you find the report enlightening – and most importantly, useful.
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The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.
The Paraplanners Assembly
In our most recent Online Assemblies we discussed PROD, CIPs and CRPs