Financial Planning Today website and magazine is offering you a chance to have your say on the health and direction of the Financial Planning profession.

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

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

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.