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...
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