- Tuesday, 16 October 2018
After celebrating 23 years in Financial Planning this year, I realise there are some clients who you just get along with, you hit it off on day one and as far as you’re concerned, life is good. However, I am sure there are others who you struggle to really get to know? You just don’t have that same connection with! You could be speaking in different languages. Maybe you are?Read more...
- Monday, 02 July 2018
Financial Planners have shared their insights into how content and communication can boost engagement with clients.Read more...
- Thursday, 24 September 2015
Today is the last chance for finance professionals to tell the FCA how the industry can ditch the jargon as it seeks to combat poor communication. Read more...