You had co-founders, colleagues, investors, mentors, advisers, customers, and of course friends and family that all helped in sometimes small, but many times, immeasurable ways.
It became apparent that junior advisers and customers could learn the basics of investing together with the help of senior advisers and investment specialists from headquarters.
Sales advisers asked customers to risk-rate themselves from "very cautious" to "highly adventurous", but Axa did not offer any products in the "very cautious" category.
Like the junior advisers, these customers wanted to improve their financial know-how but were intimidated by investment theory and the language of risk and return.
Make sure sales advisers alert customers to insurance cover that may not be suitable for them.
The Momentum Retail segment provides wealth creation and preservation, insurance and income products through tied agents and independent advisers to customers in the middle to upper-income and wealth market segments in South Africa.
The correlation between the size of a venture firm's network and its returns may have something to do with better access to deal flow, talent, advisers, potential customers, and potential exits.
So you could search for "PDFs related to my bank loan" and boom, there they'd be — change "PDFs" to "contacts" and there's your finance adviser, the customer service people from the bank and so on.
I live in Cambridge and there is a lot of activity here but it is absolutely not going to be able match the density of people, quality advisers, capital, customers etc that there is in London.
Business acquaintances, professors/academic advisers and customers can all make good referees.
