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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.


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.


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.


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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