Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

Insight on the Top 10 Tips on Saving Tax for clients is at the heart of the latest issue of Financial Planning Today magazine which is out now. 

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.