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  • Phil Billingham: Where are the Jet Packs?

    As a child who grew up in the 1960s and 1970s, I feel vaguely cheated. Between Tomorrows' World, Blue Peter and Magpie, I definitely feel we were promised individual jetpacks by now. But somehow that has not happened.

  • Phil Billingham: Why big banks suck at client service

    We have had a few ‘interesting’ interactions with clients and providers this week. One client is struggling with their bank. In essence, they have banked with them for over 50 years, and have always had a ‘personal banker’. They used to be called bank managers….

  • Phil Billingham: Time for a wake-up call - for me

    I’ve had a few wake up calls recently that have reminded me that I am now officially too old to die young. 

  • Phil Billingham: Dealing with out of date providers

     

    We have had an interesting interaction with a very old fashioned provider this week. Our client had discovered that they had a couple of Child Trust Funds with this provider but were struggling to get any information. 

  • Wealth managers predict 20% client growth

    Wealth managers and Financial Planners reckon there’ll be client growth of more than 20% over the next three years as the number of wealthy people grows, according to a new global study.

  • Fidelity website

    60% of clients failing to understand RDR a year on

  • Noel Maye, FPSB chief executive

    78% of firms expect more people to seek Financial Planning in 2014

  • Client relationships ‘average’ as advisers feel pressure

  • Paul Lee, a Financial Planner at Lifetime FM in Barnsley

    ‘Treat your clients like they’re your family’

  • Martin Bamford CFPTM Chartered MCSI FPFS

    Martin Bamford: How we're winning clients via 5,000 podcast downloads

  • Martin Bamford CFPTM Chartered MCSI FPFS

    Bamford: Unify Paraplanning and Financial Planning

  • Martin Bamford FPFS  CFPTM Chartered MCSI

    Bamford: We need more Financial Planners but CISI faces ‘real challenge’

  • Martin Bamford FPFS  CFPTM Chartered MCSI

    Bamford: Why I worry for Certified Financial Planner's UK future

  • Martin Bamford FPFS  CFPTM Chartered MCSI

    Bamford: Treasury must make polluter pay FSCS bill

  • Jackie Lockie, CISI deputy head of Financial Planning

    Planning firms 'inundated' during Financial Planning Week

  • Anxious advisers say election putting off clients' decisions

  • Martin Bamford FPFS  CFPTM Chartered MCSI

    Bamford: Planners must be open to learning new skills

  • HL CEO Chris Hill

    Mobile investor surge helps HL top 1m clients milestone

  • Peter Hargreaves and Stephen Lansdown, founders of the company

    61,000 new clients sign up with Hargreaves Lansdown

  • Sandy Robertson

    Leading Planner shares secrets of finding the right clients

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