As Financial Planning Week 2017 kicks off, three experts explain why they and their firms are offering free one-hour 'taster' sessions to potential clients and the key messages they will be looking to get across
The Chartered Institute for Securities & Investment (CISI) has brought back free one-on-one money management consultations for Financial Planning Week, which runs from today to 12 May. More than 40 firms nationwide have signed up for the initiative. The aim of the one-hour sessions is to establish consumers' life goals and some simple ideas on how they can set about achieving them. So what will be the key message financial planners will be looking to convey in this short time? Professional Adviser asked three ...
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