It is still a risk, however I draw considerable comfort from:
- Mark Fisher's experience is in developing offshore solutions. I'm pretty sure he would be well aware that pricing is not the only key and that you've got to offer a high quality and sustainable outcome to clients.
- Patrick Canion is owner and CEO of ipac WA, has used Intiger's services previously and is now a Director of IAM. He has considerable industry experience.
- Mark Rantall is the ex-CEO of the FPA. He also has considerable industry experience and connections.
I'm sure there's still plenty of people who call themselves financial planners who avoid providing true comprehensive advice to clients. Similarly, not every paraplanner would be able to prepare a complex/comprehensive SOA.
If Intiger can provide an offering that appeals to 95% of dealer groups/practices, I'm sure they'll have more than enough clients and be extremely profitable.
It is still a risk, however I draw considerable comfort from: -...
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