Innovative and fun client events can be one of best ways of finding new business and keeping existing clients happy, according to veteran Financial Planner Warren Shute CFP sharing ideas from his 30 years in the profession.
More than 300 Financial Planners are making their way to the two-day 2025 CISI Financial Planning Conference which takes place this week on Thursday (tomorrow) and Friday at the De Vere Beaumont Estate in Windsor.
Tracy Vegro, CEO of the Chartered Institute for Securities & Investment (CISI), opened this year's annual Financial Planning Conference today with an upbeat message about the future for the profession.
I attended the CISI Financial Planning Conference in Windsor this week and I can report that, despite all the challenges, the mood, or the vibe as many call it these days, was a good one.
The Chartered Institute for Securities & Investment (CISI) Financial Planning Conference will host its flagship event on 2 and 3 October at the De Vere Beaumont Estate in Windsor.
