Other exclusive articles in the May-June issue include:
• Inside My Business: Intelliflo CEO Nick Eatock talks exclusively about how he believes digital tools are transforming Financial Planning advice.
• Planner Casebook: Chartered Financial Planner Keith Churchouse explains a valuable LTA case study.
• The Client Hunter: Martin Birch of Belmayne shares some of his best client relationship tips.
• DFM Spotlight: Defaqto DFM expert Fraser Donaldson provides an essential update on the latest DFM trends.
• Plus lots more quality journalism for Financial Planners, Paraplanners and Wealth Managers.
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