The personal touch

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Talking face to face remains an excellent tool for both existing and new clients. Maria Merricks looks at how to plan the perfect client seminar.

Organising a client seminar programme can be a daunting prospect for many advisers. The fear of investing time and money into an event which could potentially attract only a small number of the wrong type of client can be off-putting. However, the client seminar remains a valuable business tool and, with the industry tearing towards the RDR deadline all the while tainted with attitudes of mistrust, it is more important than ever for advisers to work towards boosting reputation, proving professionalism and developing communication techniques. A recent YouGov survey shows the majority o...

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