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Julie Lord: How we came to aid of client after sudden job loss

Ex-IFP President Julie Lord has described how she and fellow Financial Planner Gretchen Betts helped a client who was plunged into uncertainty in middle age after being unexpectedly made redundant.

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Financial Planning and Facebook: How to gain new clients

An American social media expert says financial advisers should capitalise on the growing trend towards live video to generate new client leads.

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Planning boss was asked to help finance ‘adult toys’ firm

The boss of a Bristol-based wealth firm has revealed the strangest client request he has ever dealt with – being asked to help finance an ‘adult toys’ business.

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How social media can help you find new clients in latest magazine

A double page feature on social media for Financial Planners, packed with practical tips from experts, is now available to all website users through the third issue of Financial Planning Today.

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