Angela Maher DipPFS, managing director and founder of Acumen Financial Partnership in Burscough, has revealed her approach to tackling a difficult client scenario in the latest issue of the magazine.
Ms Maher, a Pension Transfer Specialist, explained that two separate clients came to her firm recently because they were forced to take pensions advice on a Defined Benefit scheme.
They were “resentful of having to take advice”.
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She explained how she turned around their attitude towards taking advice and resolved the problems they had.
Read the article in full HERE.
Ms Maher, who works alongside fellow director and shareholder Jon Landy, also discusses in the magazine:
- Mistakes in her earlier career that proved to be useful learning experiences to improve dealings with clients
- What the most important lessons are she has learnt over the years for finding and keeping clients
- What tools she uses to generate new client leads
- What techniques she finds most successful for referrals
- Views on directories such as the Money Advice Service, Unbiased or VouchedFor
Read the full interview HERE.
The latest issue of Financial Planning Today, our new 40-page magazine for Financial Planners and Paraplanners, is now live online to all readers.
The new publication features exclusive content, including contributions from leading figures in the worlds of Financial Planning, Paraplanning and Wealth Management, plus features and insights produced by experienced financial journalists.
You can see the magazine in full by clicking HERE or clicking on the cover below.
Financial Planning Today's latest issue highlights include:
• A Special Report examining the Chartered vs Certified Financial Planner debate
• Financial Planner Angela Maher gives her client loyalty tips
• Columns from high profile planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Campbell Edgar
• New Investment and DFM section with 180+ DFM providers listed plus DFM updates
• Plus, Planner Casebook, Inside My Business with EQ Investors, Financial Planning and Paraplanning news and much more
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• To read the latest issue click on the front cover above or go to our magazine back issue section via the menu on the home page.