- Friday, 26 February 2021
Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead.Read more...
- Friday, 12 February 2021
There is little doubt that in 2018 the FCA’s call centre was in a mess. Demoralised, poorly trained staff were inundated with a barrage of calls from consumers, some of them angry and abusive, even racist and homophobic.Read more...
- Friday, 05 February 2021
I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.Read more...