The idea of giving a client seminar can leave some advisers in a cold sweat but, with the right topic and tone, they can be invaluable, writes Rebecca Jones...
What if no one turns up? What if the audience is bored to tears? What if, after all the time and money spent planning it, no clients are gained and some are even lost? In short, what if the whole thing...
“Increasing reports” of harassment
Times of crisis the Olympics for advisers
Whether you're a global corporation or a small business, ensuring remote working colleages can keep in touch is suddenly more important than ever. We look at 17 video-enabled collaboration tools that could help bridge the communications gap.
Support for advisers and clients
A level playing field
How do you appear online?
CETV could be delayed too
4% said ESG mattered "a lot"
Costly DB scheme regulations can result in abuses of equitable relations among stakeholders, say Iain Clacher and Con Keating.
Enhances portfolio valuations