The adviser who records all client encounters

The adviser who records all client encounters

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With the Financial Conduct Authority (FCA) facing the possibility of mandating advisers record all client calls, one IFA explains why he's been doing so for years...

Adviser Phil Castle, of Financial Escape, has been recording client encounters for a decade. Here, he explains why he does it, the problems he has come across and his recommendations for advisers considering doing the same...

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