IFAonline.co.uk, in association with Threadneedle Investments, has put together a series of short videos to help you make the most of your time with clients. This time: How to plan a client meeting
According to rogenSi's Terry Reynolds, there are four types of client: Expressive; Analytical; Amiable and Direct Driver. And, in this final video of the series, he explains how you can prepare for...
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