James Bond adviser on changing client views on risk
- Monday, 03 October 2016
- Articles
Financial Planners will get a unique perspective on how to change clients’ perception of risk this week from an ex-professional Poker star, who has rubbed shoulders with some of Hollywood’s top talent.
Read more...Biggest Financial Planning event of the year begins
- Monday, 03 October 2016
- Articles
The biggest Financial Planning event of the year is set to get underway this morning.
Read more...Global Financial Planning chief aims for 250,000 CFP Professionals
- Tuesday, 04 October 2016
- Articles
Global Financial Planning Standards Board CEO Noel Maye has revealed the organisation is planning a global consumer campaign to promote the benefits of Financial Planning as a way to help spur ambitious plans to increase the number of CFP professionals worldwide from 161,000 now to 250,000 by 2025.
Read more...Financial Planners gained 'million pound clients' from campaign week
- Tuesday, 04 October 2016
- Articles
Financial Planning firms gained three or four new ‘million pound clients’ as a result of Financial Planning Week this year, it was revealed this morning.
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