Fours steps to better time management
Planning to succeed
'Visibly trawling for prospective clients'
‘Event-based’ learning less effective
£6m tax avoidance claim
Entitled, squeezed or both?
Make process simple
Client communication considerations
Keep an open mind
Core and non-core activity
Wills and lasting powers of attorney
Social media, case studies and marketing no no’s…
Are your charges clear and fair?
‘User experience’ is vital
Newsfeeds, tickers and more
Stay calm or make matters worse
Due diligence works both ways
But are confident about their financial management skills
Beware financial and reputational repercussions
Comprehensive paper trail