IFAonline.co.uk in association with Threadneedle Investments has put together a series of short videos by motivational speaker Alex MacPhail to help you make the most of your time with clients. This week: How to write and construct client presentations.
Did you see last week's video on how to present to clients? Who is Alex MacPhail? Alex is an expert in the psychology of behavioural change. He assists organisations whenever they desire a step change...
The chairman suggests there was a lot of rocking going on that night
Alternatives unlikely to perform well
‘Exciting solution for advisers’
Seven ‘off-the-shelf’ options
Analysing ‘noise’ largely pointless