Editor’s Comment: Planners’ ‘secret sauce’ is revealed
- Friday, 06 October 2023
- Articles
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception.
Read more...Editor’s Comment: Riders on the storm
- Friday, 29 September 2023
- Articles
I meet and talk to online many Financial Planners during the course of a typical month. I’m always impressed by their enthusiasm and enjoyment for what they do and also their long-term confidence that they are in the right profession at the right time.
Read more...Editor’s Comment: What clients really want
- Friday, 22 September 2023
- Articles
It turns out, according to a new study, that Financial Planners are very much on the right lines when it comes to delivering a personal service that wealthier clients actually want.
Read more...Editor’s Comment: Vulnerable clients need a hero
- Friday, 15 September 2023
- Articles
There is mounting evidence that vulnerable clients have been left even worse off by the Coronavirus pandemic and the soaring cost of living.
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