When Stuart Dodson joined True Potential Wealth Management as CEO earlier this year, he arrived with a clear understanding of both the opportunities and challenges facing the advice profession.
After more than 25 years in financial services, including most recently leading Openwork Partnership, Dodson has spent much of his career helping advisers navigate periods of significant change.
In his view, the latest wave of transformation – driven by artificial intelligence, evolving regulation and changing consumer expectations – may prove one of the most significant yet.
“The one con…
