5 tips to stop you getting hammered!

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As financial advisers get to grips with new regulations, rule changes and evolving best practice advice standards they are often losing sight of some commercial reality. All too often I

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Why torture your clients?

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Compliance has a lot to answer for. One of the truly negative consequences of evolving best practice advice standards is the trend to torture clients. Now torture is a rather

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What do buyers of financial practices look for?

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Recently I discussed the irony of many financial advisers not understanding how to get a better return on what is often their biggest investment – their practice. We highlighted areas

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3 reasons clients love electronic engagement

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There are some great reasons to go digital in your advice process:  not least of which is that it gets rid of the “personal embarrassment” factor many consumers have when

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Creating a win-win is the key to successful networking

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The key to successful professional networking is as simple as creating a win-win…everyone know that. Advisers historically – for all their networking and personal sales and relationship management skills –

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5 steps to playing it safe

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How does an adviser play it safe when it comes to proving that they have acted in the best interests of the client? There are 5 key things that the

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Will you marry me?

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I have no idea what the actual statistics would be, but I am willing to wager that the success rate of popping the question “will you marry me?” onto a

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