Building and forging a close-knit global financial planning community through expert insights from financial planners all around the world.
Recruiting the Right People
First Meeting Mistake 7: Not Asking Searching and Interesting Questions
Lies, Damned Lies and the Financial Press
Building a Profession
IFAs: how are they perceived by the general public?
First Meeting Mistake 6: Committing The Client To All Three Phases
Opt out, shmopt out…
The Great Office Myth
Clarity, Consistency and a Confusing Conversation
First Meeting Mistake 5: Fluffing The Fee Discussion
Workplace is the new retail
How marketing works (better title here?)
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