Ex-IFP President: CISI fence sitters will return to fold

A former IFP President believes any ‘fence sitters’ who have been unwilling to accept the merger with the CISI “will return to the fold”.

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‘Treat your clients like they’re your family’

Treating clients as if they were a family member is one of the keys to retaining them and having long term relationships.

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Latest issue of FP Today magazine now available

The second issue of Financial Planning Today magazine, the sister digital publication to this website, has been published and is available for free download to Financial Planners, Wealth Managers and Paraplanners.

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