‘Treat your clients like they’re your family’
- Friday, 28 October 2016
- Articles
Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.
Read more...Client relationships ‘average’ as advisers feel pressure
- Tuesday, 23 August 2016
- Articles
Over half of advisers feel under pressure to offer advice to clients on issues over and above their finances, with four in ten confessing their relationships are merely ‘average’.
Read more...78% of firms expect more people to seek Financial Planning in 2014
- Thursday, 06 February 2014
- Articles
New research by the global Financial Planning Standards Board reveals that 78 per cent of Financial Planning firms expect more people to seek Financial Planning advice in 2014 and nearly 90 per cent expect more clients in the next five years.
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60% of clients failing to understand RDR a year on
- Tuesday, 14 January 2014
- Articles
Six in 10 clients are failing to understand the Retail Distribution Review a year after it was implemented, a survey of advisers indicates.
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