In a world characterised by ever increasing competition, regulation, technology disruption, margin pressure and evolving expectations, firms must fight to “stay relevant” to the clients they serve. And this challenge “can be most acute for companies where relationships, often intergenerational, are a cornerstone of their business model”, Joe Norburn, executive advisor at Recordsure, Temporall and Upgrade Pack told the audience at PAM Insight’s third annual eprivateclient Accountancy Dinner. 

Prior to his current roles, Mr Norburn worked at Coutts for six years, where he led the firm...