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financial planning

Your profession

The Wow Factor: Eight ways to wow clients on purpose

The Wow Factor: Eight ways to wow clients on purpose

clock 03 April 2014 •

Your profession

Be so good they can't ignore you: The key to getting clients to pay

How do you get clients to pay for something they've never heard of?

clock 26 March 2014 •

Your profession

Is financial planning sexy?

Being a financial planner is the sexiest job in the world, so claims Paul Armson, founder and CEO of Inspiring Advisers...

clock 12 March 2014 •

Your profession

Get involved: What your peers are doing for Financial Planning Week

GET INVOLVED

clock 25 November 2013 •

Your profession

Third of IFA clients will 'never' pay for investment advice

Over a third of active market investors who have bought services from an IFA in the past five years say they will "never" consider paid for investment advice in the future, according to research.

clock 05 August 2013 •

Your profession

One to tell new clients...The 12 outcomes of good financial planning

Long standing clients probably already know the value you offer them - but how about when it comes to convincing prospective clients? IFA Midlands Investment Agency breaks down what you should be telling them into 12 easy pieces.

clock 02 August 2013 •

Investing in the profession

Why are you here? Five of the deepest client questions

WHY ARE YOU HERE?

clock 26 September 2012 •

Investment

How has austerity hit retired clients?

Fiona Murphy asks IFAs how government austerity measures have affected clients' retirement planning.

clock 31 July 2012 •

Your profession

Advice by email: a glimpse into the future?

MASS MARKET

clock 14 June 2012 •

Your profession

Solicitor referrals: under-used and under-valued?

REFERRALS

clock 08 March 2012 •
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