A national advice firm has launched the final stage of its adviser development programme, designed to help advisers improve their client service and increase their revenue.
Foster Denovo launched Quantum Leap Programme, a three-year course teaching advisers about aspects of financial planning, including strategic business planning, marketing, client profiling, sales positioning,...
Launched 18 January
'We Invest in People'
6.4% of over 80s saving for end of life needs
Two-day remote learning sessions
Pension boost from lockdown pain
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020