How to connect and communicate with clients?

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Typically when financial advisers talk to their clients, they talk in numbers and statistics, have pie charts, numerous PowerPoint slides and talk in industry jargon all very rational and left

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BT Wrap launches market leading tax and trading tools

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BT Wrap launches market leading tax and trading tools The changes include powerful new tax tools that could mean a better after-tax investment return for clients on particular transactions and

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AdviserNETgain launches major integration with BT Wrap

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Online financial planning solution AdviserNETgain has released an in-depth integration with investment platform BT Wrap. The integration delivers a more seamless service to advisers and will increase their productivity. AdviserNETgain

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Shane Moore: 10 Ways to Improve Your Financial Advice Business Today

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1. Get a Website This one is the most obvious of all. If you don’t have a website, you are wasting possibly the biggest opportunity available to bring in new

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The $82,000 question

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 Industry funds research which asserts that consumers would be $82,000 better off in retirement if they did not pay fees to financial advisers is simplistic; fails to take into account

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